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Innovator US Equity Power Buffer ETF March

186 hedge funds and large institutions have $495M invested in Innovator US Equity Power Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$263K
AWM
152
Axxcess Wealth Management
California
$262K
CNWM
153
Clay Northam Wealth Management
California
$261K
GS
154
GTS Securities
New York
$259K
IPW
155
Impact Partnership Wealth
Georgia
$248K
RAS
156
RPS Advisory Solutions
Kentucky
$246K
MFGM
157
Marshall Financial Group (Maryland)
Maryland
$227K
CFP
158
Cypress Financial Planning
New Jersey
$226K
NFG
159
Nations Financial Group
Iowa
$225K
LBC
160
Leigh Baldwin & Co
New York
$224K
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$222K
PWM
162
Perigon Wealth Management
California
$220K
BTI
163
Blue Trust Inc
Georgia
$211K
FA
164
FC Advisory
Pennsylvania
$206K
Morgan Stanley
165
Morgan Stanley
New York
$196K
FNWA
166
Financial Network Wealth Advisors
Utah
$191K
MEG
167
Millstone Evans Group
Colorado
$179K
CFD
168
Creative Financial Designs
Indiana
$127K
CAL
169
Capital Analysts LLC
Pennsylvania
$122K
GWM
170
Geneos Wealth Management
Colorado
$120K
PS
171
Principal Securities
Iowa
$95.5K
AAS
172
Ameritas Advisory Services
Nebraska
$88.9K
WWM
173
Wagner Wealth Management
South Carolina
$84K
PFM
174
Phillips Financial Management
Indiana
$77.1K
IF
175
Integrity Financial
Wyoming
$66.4K