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Innovator US Equity 5 to 15 Buffer ETF Quarterly

44 hedge funds and large institutions have $104M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+15
Holders Change %
+51.72%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$384K +$67.4K +2,193 +21%
BIG
27
Brookwood Investment Group
Arizona
$377K +$377K +12,271 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$335K +$335K +10,887 New
PWPS
29
Pinnacle Wealth Planning Services
Ohio
$265K -$11.7K -380 -4%
KAS
30
Kestra Advisory Services
Texas
$260K +$11K +357 +4%
FHC
31
First Heartland Consultants
Missouri
$258K +$3.17K +103 +1%
CA
32
Claro Advisors
Massachusetts
$247K +$247K +8,020 New
BCM
33
Brookstone Capital Management
Illinois
$245K -$27.2K -886 -10%
Citadel Advisors
34
Citadel Advisors
Florida
$232K -$15K -487 -6%
SPIA
35
Steward Partners Investment Advisory
New York
$223K +$44.8K +1,458 +25%
SS
36
Sunbelt Securities
Texas
$159K +$6.15K +200 +4%
UBS Group
37
UBS Group
Switzerland
$138K +$138K +4,496 New
HNB
38
Huntington National Bank
Ohio
$74.3K -$77.9K
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$52.7K -$1.55M -50,392 -97%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$39K +$39K +1,253 New
NWMP
41
Noble Wealth Management PBC
Colorado
$24.6K
Jones Financial Companies
42
Jones Financial Companies
Missouri
$24.2K +$24.2K +785 New
FNWA
43
Financial Network Wealth Advisors
Utah
$13.5K +$13.5K +439 New
Barclays
44
Barclays
United Kingdom
$6K +$6K +204 New
AWM
45
AE Wealth Management
Kansas
$4.3K +$4.3K +140 New
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
-$201K -6,228 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-$80.7K -2,441 Closed
AWM
48
Avior Wealth Management
Nebraska
-$74.6K -2,314 Closed