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Innovator Buffer Step-Up Strategy ETF

31 hedge funds and large institutions have $31.7M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$7.25M +$327K +10,792 +5%
SS
2
Sunbelt Securities
Texas
$5.48M +$4.82M +159,149 +722%
CA
3
Cambridge Advisors
Nebraska
$2.86M -$17.2K -569 -0.6%
DBRC
4
D.B. Root & Company
Pennsylvania
$2.42M +$782K +25,842 +48%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.42M +$154K +5,101 +7%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$1.64M
NFG
7
Nations Financial Group
Iowa
$1.38M +$77.5K +2,560 +6%
CIAS
8
Capital Investment Advisory Services
North Carolina
$1.36M +$666 +22 +0%
CTFG
9
Capstone Triton Financial Group
Oklahoma
$1.03M -$44K -1,455 -4%
KF
10
Krilogy Financial
Missouri
$793K -$39.3K -1,300 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$771K +$272K +8,997 +55%
PS
12
Principal Securities
Iowa
$626K +$210K +6,951 +51%
Osaic Holdings
13
Osaic Holdings
Arizona
$475K +$370K +12,214 +350%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$424K
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$370K -$6.66K -220 -2%
BFC
16
Bedel Financial Consulting
Indiana
$359K -$111K -3,674 -24%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$317K -$1.39K -46 -0.4%
Citadel Advisors
18
Citadel Advisors
Florida
$286K +$286K +9,452 New
FIM
19
Freedom Investment Management
Connecticut
$282K +$27.3K +901 +11%
CAN
20
Cetera Advisor Networks
California
$244K +$28.7K +949 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$244K +$244K +8,052 New
FA
22
FSA Advisors
Michigan
$230K +$3.54K +117 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$214K +$214K +7,041 New
ACA
24
Aptus Capital Advisors
Alabama
$147K +$147K +4,875 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$69.1K +$21.8K +720 +46%