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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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

2% more funds holding

Funds holding: 8183 (+2)

0.93% more ownership

Funds ownership: 67.24%68.16% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $91M → $90.1M (-$866K)

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 37

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.09%
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 Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$15.3M +$1.68M +41,831 +12%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$8.95M -$105K -2,628 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$6.98M +$6.93M +173,041 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.51M -$170K -4,244 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.11M -$1.19M -29,616 -23%
Cerity Partners
6
Cerity Partners
New York
$3.21M -$1.28M -31,875 -29%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.58M -$27K -674 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.26M -$279K -6,964 -11%
BCM
9
Beck Capital Management
Texas
$1.85M -$23.2K -578 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.79M +$752K +18,762 +73%
FFN
11
Focus Financial Network
Minnesota
$1.77M
CWM
12
Collaborative Wealth Management
Florida
$1.68M
HighTower Advisors
13
HighTower Advisors
Illinois
$1.58M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.46M -$178K -4,451 -11%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.34M
KAS
16
Kestra Advisory Services
Texas
$1.16M -$22.2K -554 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.13M -$43.2K -1,078 -4%
S
18
SignatureFD
Georgia
$1.1M
MML Investors Services
19
MML Investors Services
Massachusetts
$1.06M -$50K -1,249 -5%
LSA
20
Lion Street Advisors
Texas
$1.05M -$140K -3,500 -12%
Truist Financial
21
Truist Financial
North Carolina
$1.05M -$26K -648 -2%
IIA
22
Integral Investment Advisors
California
$1,000K
SB
23
Strategic Blueprint
Georgia
$943K -$28.9K -722 -3%
DFA
24
DHJJ Financial Advisors
Illinois
$876K
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$817K -$283K -7,076 -26%