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Innovator Buffer Step-Up Strategy ETF

30 hedge funds and large institutions have $36.8M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$7.21M -$409K -12,851 -5%
SS
2
Sunbelt Securities
Texas
$6.3M +$613K +19,550 +11%
DBRC
3
D.B. Root & Company
Pennsylvania
$4.35M +$1.84M +58,665 +73%
CA
4
Cambridge Advisors
Nebraska
$2.84M -$118K -3,776 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.42M -$84.9K -2,708 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.97M +$1.48M +47,127 +300%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.69M -$9.16K -292 -0.5%
NFG
8
Nations Financial Group
Iowa
$1.41M -$25.1K -800 -2%
CIAS
9
Capital Investment Advisory Services
North Carolina
$1.38M -$31.7K -1,010 -2%
CTFG
10
Capstone Triton Financial Group
Oklahoma
$981K -$82.2K -2,619 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$864K +$63.9K +2,036 +8%
KF
12
Krilogy Financial
Missouri
$822K
PS
13
Principal Securities
Iowa
$723K +$74K +2,360 +11%
FIM
14
Freedom Investment Management
Connecticut
$623K +$331K +10,545 +113%
HighTower Advisors
15
HighTower Advisors
Illinois
$446K +$225K +7,157 +102%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$440K
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$399K +$15.9K +506 +4%
BFC
18
Bedel Financial Consulting
Indiana
$357K -$15.5K -493 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$327K -$1.91K -61 -0.6%
OMC
20
Old Mission Capital
Illinois
$309K +$309K +9,839 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$253K
FA
22
FSA Advisors
Michigan
$229K -$9.91K -316 -4%
CB
23
Chris Bulman
California
$156K +$156K +4,967 New
ACA
24
Aptus Capital Advisors
Alabama
$128K -$25.1K -800 -16%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$71.6K