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Innovator Buffer Step-Up Strategy ETF

28 hedge funds and large institutions have $24.3M invested in Innovator Buffer Step-Up Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$6.51M +$6.51M +228,731 New
CA
2
Cambridge Advisors
Nebraska
$2.7M +$238K +8,369 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M +$87K +3,058 +4%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.54M -$1.68K -59 -0.1%
DBRC
5
D.B. Root & Company
Pennsylvania
$1.54M -$15.3K -537 -1%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.28M +$35.6K +1,252 +3%
NFG
7
Nations Financial Group
Iowa
$1.23M +$73.1K +2,570 +6%
OMC
8
Old Mission Capital
Illinois
$1.11M +$1.11M +38,982 New
CTFG
9
Capstone Triton Financial Group
Oklahoma
$1.01M -$828K -29,095 -45%
KF
10
Krilogy Financial
Missouri
$783K
SS
11
Sunbelt Securities
Texas
$628K +$483K +16,965 +333%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$469K +$119K +4,198 +34%
GS
13
GTS Securities
New York
$466K +$466K +16,359 New
BFC
14
Bedel Financial Consulting
Indiana
$442K -$34.7K -1,218 -7%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$399K +$399K +14,015 New
PS
16
Principal Securities
Iowa
$391K +$391K +13,741 New
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$354K +$35.1K +1,235 +11%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$300K -$16.2K -568 -5%
FIM
19
Freedom Investment Management
Connecticut
$239K +$18.3K +643 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$218K -$120K -4,217 -36%
FA
21
FSA Advisors
Michigan
$213K +$213K +7,490 New
CAN
22
Cetera Advisor Networks
California
$202K -$47K -1,651 -19%
Osaic Holdings
23
Osaic Holdings
Arizona
$99.4K +$32.8K +1,153 +49%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$44.5K -$5.35K -188 -11%
UBS Group
25
UBS Group
Switzerland
$22.7K +$12.8K +449 +128%