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Innovator US Equity Buffer ETF September

82 hedge funds and large institutions have $127M invested in Innovator US Equity Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
18
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ST
1
Sageworth Trust
Pennsylvania
$23.5M 776,400
BMM
2
Berkshire Money Management
Massachusetts
$14.9M 491,075 +14,256 +3%
LF
3
Lantz Financial
Illinois
$9.54M 314,560 -5,203 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.48M 279,494 -7,530 -3%
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.09M 266,831 -4,678 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.34M 176,175 -15,638 -8%
PCM
7
Penserra Capital Management
California
$2.96M 97,442 +41,337 +74%
DI
8
Diligent Investors
California
$2.87M 94,490 -2,500 -3%
CA
9
CoreCap Advisors
Michigan
$2.7M 89,000 +10,062 +13%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$2.45M 79,124 +7,526 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.43M 79,996 +1,453 +2%
KAS
12
Kestra Advisory Services
Texas
$2.28M 75,242 -987 -1%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.95M 64,415 +6,739 +12%
Cerity Partners
14
Cerity Partners
New York
$1.67M 54,925 +54,925 New
LNC
15
Lincoln National Corp
Pennsylvania
$1.65M 54,241 -16 -0%
OWA
16
Outlook Wealth Advisors
Texas
$1.62M 53,383 -178 -0.3%
DFA
17
DHJJ Financial Advisors
Illinois
$1.53M 51,066 -1,174 -2%
CA
18
Cetera Advisors
Colorado
$1.51M 49,818 -2,364 -5%
CWM
19
Capital Wealth Management
Rhode Island
$1.45M 47,678 -3,867 -8%
WP
20
WealthPLAN Partners
Nebraska
$1.42M 44,107 +44,107 New
WIM
21
WealthPlan Investment Management
Nebraska
$1.42M 44,107 +479 +1%
DIM
22
Delta Investment Management
California
$1.42M 46,785 -4,076 -8%
MWM
23
Maltin Wealth Management
New Jersey
$1.18M 38,922
SFG
24
Steward Financial Group
Texas
$1.16M 38,400
SB
25
Strategic Blueprint
Georgia
$1.14M 37,506