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Innovator US Equity Buffer ETF September

94 hedge funds and large institutions have $138M invested in Innovator US Equity Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
22
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$225K
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$224K
WIA
78
World Investment Advisors
California
$220K +$220K +6,196 New
SIA
79
Soltis Investment Advisors
Utah
$210K +$210K +5,716 New
IA
80
IFP Advisors
Florida
$165K
SWM
81
Sugarloaf Wealth Management
Georgia
$130K
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$106K -$22.3K -609 -17%
AF
83
Advisornet Financial
Minnesota
$85.6K
BFEC
84
Benjamin F. Edwards & Company
Missouri
$84K
CIA
85
Cape Investment Advisory
Georgia
$78.4K
WP
86
WealthShield Partners
North Carolina
$77K
TWM
87
Tradition Wealth Management
Minnesota
$76K +$76K +2,001 New
AIC
88
Archer Investment Corporation
Indiana
$73.7K
OCM
89
Orion Capital Management
California
$59.8K
CFD
90
Creative Financial Designs
Indiana
$36.7K
EWA
91
EverSource Wealth Advisors
Alabama
$18K
SAG
92
SageView Advisory Group
California
$7.04K +$6.85K +257,517 +3,659%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K
US Bancorp
94
US Bancorp
Minnesota
$2.16K +$2.16K +59 New
SPC
95
Sigma Planning Corp
Michigan
-$401K -11,911 Closed
MAM
96
Milestone Asset Management
Pennsylvania
-$256K -7,608 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
-$101 -3 Closed