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Innovator US Equity Buffer ETF September

95 hedge funds and large institutions have $95.6M invested in Innovator US Equity Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% 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
5
Increased
9
Reduced
46
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$208K
IA
77
IFP Advisors
Florida
$183K
SWM
78
Spire Wealth Management
Virginia
$163K -$84.5K -2,078 -34%
SWM
79
Sugarloaf Wealth Management
Georgia
$130K -$14K -344 -10%
WCM
80
Weaver Capital Management
Georgia
$122K -$49K -1,204 -29%
AF
81
Advisornet Financial
Minnesota
$95K
CIA
82
Cape Investment Advisory
Georgia
$87K
ATPW
83
Ashton Thomas Private Wealth
Arizona
$85K +$85K +2,091 New
AIC
84
Archer Investment Corporation
Indiana
$72.7K
OCM
85
Orion Capital Management
California
$66.3K
CIAS
86
Capital Investment Advisory Services
North Carolina
$65.9K -$486K -11,953 -88%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$61K -$32.5K -800 -35%
CB
88
Chris Bulman
California
$60.8K +$60.8K +1,496 New
UBS Group
89
UBS Group
Switzerland
$44.7K +$44.5K +1,095 +27,375%
CFD
90
Creative Financial Designs
Indiana
$40.7K
TWP
91
Triad Wealth Partners
Kansas
$34.9K +$34.9K +859 New
EWA
92
EverSource Wealth Advisors
Alabama
$20.1K
CA
93
Continuum Advisory
Idaho
$9.31K
NA
94
NewEdge Advisors
Louisiana
$8.42K -$2.21M -54,280 -100%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$3.66K +$3.66K +90 New
AGA
96
Accuvest Global Advisors
Utah
-$2.41M -61,351 Closed
LNC
97
Lincoln National Corp
Pennsylvania
-$2M -50,873 Closed
CWM
98
Capital Wealth Management
Rhode Island
-$1.78M -45,303 Closed
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
-$472K -12,014 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
-$4K -109 Closed