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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

57 hedge funds and large institutions have $51.4M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
8
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.15M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$776K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2M
4
FIA
4
Foundations Investment Advisors
Arizona
$688K
5
MOS
5
MGO One Seven
Ohio
$525K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.7M
2
MAM
2
Milestone Asset Management
Pennsylvania
$697K
3
SIA
3
Soltis Investment Advisors
Utah
$615K
4
HCM
4
Hudson Capital Management
New Jersey
$0
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$525K +$525K +20,372 New
BWM
27
BCS Wealth Management
Tennessee
$496K – – –
ASN
28
Advisory Services Network
Georgia
$453K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$444K -$45.6K -1,771 -9%
TC
30
TownSquare Capital
Utah
$390K +$390K +15,152 New
DIM
31
Delta Investment Management
California
$359K -$39.7K -1,542 -10%
ML
32
McAdam LLC
Pennsylvania
$344K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$336K – – –
SWA
34
Stratos Wealth Advisors
Ohio
$329K – – –
SWM
35
Spire Wealth Management
Virginia
$312K +$103 +4 +0%
HighTower Advisors
36
HighTower Advisors
Illinois
$302K -$114K -4,436 -27%
SAG
37
SageView Advisory Group
California
$280K -$228K -8,842 -45%
KAS
38
Kestra Advisory Services
Texas
$270K -$20.5K -794 -7%
OMC
39
Old Mission Capital
Illinois
$265K -$206K -8,008 -44%
OWA
40
Outlook Wealth Advisors
Texas
$262K – – –
LPL Financial
41
LPL Financial
California
$253K +$15K +583 +6%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$237K -$13K -506 -5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$217K +$8.99K +349 +4%
SPIA
44
Steward Partners Investment Advisory
New York
$212K – – –
HI
45
Harbour Investments
Wisconsin
$166K -$6.44K -250 -4%
DFA
46
DHJJ Financial Advisors
Illinois
$163K +$163K +6,335 New
IA
47
IFP Advisors
Florida
$99.9K -$21K -816 -17%
UBS Group
48
UBS Group
Switzerland
$66.5K +$9.12K +354 +16%
VAG
49
VisionPoint Advisory Group
Texas
$57.9K +$57.9K +2,247 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
1
2
3