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Innovator US Equity Buffer ETF May

81 hedge funds and large institutions have $91M invested in Innovator US Equity Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 7981 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.23% less ownership

Funds ownership: 70.46%67.24% (-3.2%)

10% less capital invested

Capital invested by funds: $101M → $91M (-$10.3M)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$13.3M +$2.68M +69,782 +26%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$8.87M -$55.4K -1,440 -0.6%
RJA
3
Raymond James & Associates
Florida
$5.57M -$48.2K -1,254 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.19M -$395K -10,288 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.58M -$174K -4,516 -4%
Cerity Partners
6
Cerity Partners
New York
$4.4M +$144K +3,743 +3%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.55M -$21K -547 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.49M -$31.6K -823 -1%
BCM
9
Beck Capital Management
Texas
$1.83M -$51.1K -1,330 -3%
FFN
10
Focus Financial Network
Minnesota
$1.74M
CWM
11
Collaborative Wealth Management
Florida
$1.64M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.6M -$209K -5,449 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.54M -$286K -7,444 -16%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.32M -$15.6K -405 -1%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.31M -$157K -4,097 -11%
LSA
16
Lion Street Advisors
Texas
$1.17M -$38.4K -1,000 -3%
KAS
17
Kestra Advisory Services
Texas
$1.15M -$56.4K -1,468 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.15M -$24.7K -643 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.09M +$52K +1,353 +5%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$1.08M -$66.5K -1,729 -6%
S
21
SignatureFD
Georgia
$1.08M
Truist Financial
22
Truist Financial
North Carolina
$1.05M -$20.8K -542 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.01M +$672K +17,483 +213%
IIA
24
Integral Investment Advisors
California
$979K
CFA
25
Camarda Financial Advisors
Florida
$956K +$29.9K +777 +3%