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Innovator US Equity Buffer ETF May

83 hedge funds and large institutions have $90.1M invested in Innovator US Equity Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
5
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCM
1
Penserra Capital Management
California
$15.3M 378,832 +41,831 +12%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$8.95M 222,088 -2,628 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$6.98M 173,041 +173,041 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.51M 111,806 -4,244 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.11M 101,889 -29,616 -23%
Cerity Partners
6
Cerity Partners
New York
$3.21M 79,563 -31,875 -29%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.58M 64,030 -674 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.26M 56,176 -6,964 -11%
BCM
9
Beck Capital Management
Texas
$1.85M 45,859 -578 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.79M 44,451 +18,762 +73%
FFN
11
Focus Financial Network
Minnesota
$1.77M 43,992
CWM
12
Collaborative Wealth Management
Florida
$1.68M 41,679
HighTower Advisors
13
HighTower Advisors
Illinois
$1.58M 39,109
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.46M 36,135 -4,451 -11%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.34M 33,093
KAS
16
Kestra Advisory Services
Texas
$1.16M 28,649 -554 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.13M 28,048 -1,078 -4%
S
18
SignatureFD
Georgia
$1.1M 27,313
MML Investors Services
19
MML Investors Services
Massachusetts
$1.06M 26,357 -1,249 -5%
LSA
20
Lion Street Advisors
Texas
$1.05M 26,075 -3,500 -12%
Truist Financial
21
Truist Financial
North Carolina
$1.05M 25,946 -648 -2%
IIA
22
Integral Investment Advisors
California
$1,000K 24,802
SB
23
Strategic Blueprint
Georgia
$943K 23,389 -722 -3%
DFA
24
DHJJ Financial Advisors
Illinois
$876K 21,729
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$817K 20,263 -7,076 -26%