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Innovator US Equity Buffer ETF October

68 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.6M -$108K -2,963 -0.6%
W
2
Wealthquest
Ohio
$10.7M +$2.84M +77,988 +36%
BMM
3
Berkshire Money Management
Massachusetts
$8.37M -$9.1K -250 -0.1%
IIA
4
Integral Investment Advisors
California
$6.71M -$211K -5,793 -3%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.24M -$10M -275,687 -66%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.17M +$3.13M +85,973 +153%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$3.85M +$321K +8,824 +9%
PCM
8
Penserra Capital Management
California
$3.39M +$202K +5,559 +6%
MSRI
9
Michael S. Ryan Inc
New York
$3.34M +$3.34M +91,697 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.29M +$476K +13,073 +17%
DI
11
DFPG Investments
Utah
$2.62M -$20.1K -545 -0.8%
CA
12
Cetera Advisors
Colorado
$2.16M -$78.8K -2,166 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.8M -$38.9K -1,068 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.78M -$115K -3,164 -6%
KAS
15
Kestra Advisory Services
Texas
$1.61M +$120K +3,300 +8%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.58M -$391K -10,744 -20%
DI
17
Diligent Investors
California
$1.43M
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.4M -$582 -16 -0%
Cerity Partners
19
Cerity Partners
New York
$1.35M -$743K -20,405 -36%
AGA
20
Accuvest Global Advisors
Utah
$1.09M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.07M -$727 -20 -0.1%
XF
22
XML Financial
Maryland
$1.02M -$1.21M -33,360 -54%
Truist Financial
23
Truist Financial
North Carolina
$936K
LPL Financial
24
LPL Financial
California
$913K +$30.9K +850 +4%
MWM
25
Maltin Wealth Management
New Jersey
$908K -$364 -10 -0%