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Innovator US Equity 5 to 15 Buffer ETF Quarterly

29 hedge funds and large institutions have $68M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
13
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$25.6M 795,144 -294,457 -27%
SW
2
SMART Wealth
Nebraska
$13.9M 430,334 -121,188 -22%
Raymond James Financial
3
Raymond James Financial
Florida
$4.38M 135,878 +135,878 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.91M 121,319 +40,544 +50%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.74M 84,994 +46,478 +121%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.57M 79,849 +67,127 +528%
MA
7
Mutual Advisors
Nebraska
$2.07M 63,645 +63,645 New
AAS
8
Ameritas Advisory Services
Nebraska
$1.96M 60,765 +5,151 +9%
WCAMG
9
Woodard & Company Asset Management Group
North Carolina
$1.68M 52,105 -118,542 -69%
FF
10
Financial Futures
New Jersey
$1.55M 48,132 +48,132 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.46M 45,346 +857 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.19M 37,045 +1,103 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
$803K 24,900
SMC
14
Smith, Moore & Co
Missouri
$500K 15,504 +4,167 +37%
HI
15
Harbour Investments
Wisconsin
$435K 13,500 +3,885 +40%
CA
16
Cambridge Advisors
Nebraska
$427K 13,250
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$332K 10,282 +860 +9%
EMAM
18
Encompass More Asset Management
California
$291K 9,038 +9,038 New
PWPS
19
Pinnacle Wealth Planning Services
Ohio
$290K 8,991 +8,991 New
BCM
20
Brookstone Capital Management
Illinois
$285K 8,845 +702 +9%
FHC
21
First Heartland Consultants
Missouri
$268K 8,305 +8,305 New
KAS
22
Kestra Advisory Services
Texas
$261K 8,098
Citadel Advisors
23
Citadel Advisors
Florida
$259K 8,047 +8,047 New
FCFC
24
First Commonwealth Financial Corp
Pennsylvania
$201K 6,228 +6,228 New
SPIA
25
Steward Partners Investment Advisory
New York
$187K 5,800 +458 +9%