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Innovator US Equity Ultra Buffer ETF April

58 hedge funds and large institutions have $43.2M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$424K +$424K +15,443 New
ASN
27
Advisory Services Network
Georgia
$411K -$71.5K -2,604 -15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$381K -$900K -32,791 -70%
SWA
29
Stratos Wealth Advisors
Ohio
$351K
SWM
30
Spire Wealth Management
Virginia
$334K -$55 -2 -0%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$330K -$28.1K -1,025 -8%
MCC
32
Money Concepts Capital
Florida
$315K +$315K +11,486 New
AAS
33
Avantax Advisory Services
Texas
$314K -$452K -16,475 -59%
AWM
34
AE Wealth Management
Kansas
$312K -$2.61M -93,965 -89%
ML
35
McAdam LLC
Pennsylvania
$305K -$61.9K -2,255 -17%
OMC
36
Old Mission Capital
Illinois
$293K +$11.3K +412 +4%
OWA
37
Outlook Wealth Advisors
Texas
$280K
KAS
38
Kestra Advisory Services
Texas
$273K -$15.1K -550 -5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$252K
SPIA
40
Steward Partners Investment Advisory
New York
$226K
MML Investors Services
41
MML Investors Services
Massachusetts
$208K +$208K +7,589 New
DFA
42
DHJJ Financial Advisors
Illinois
$160K -$14.1K -515 -8%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$156K +$139K +5,041 +803%
HI
44
Harbour Investments
Wisconsin
$116K -$61.1K -2,226 -34%
IA
45
IFP Advisors
Florida
$106K
PS
46
Principal Securities
Iowa
$79.5K +$79.5K +2,899 New
UBS Group
47
UBS Group
Switzerland
$63.4K -$7.44K -271 -11%
CP
48
Castleview Partners
Texas
$61.7K +$61.7K +2,247 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$55K
EPW
50
Evergreen Private Wealth
Colorado
$22.4K +$22.4K +816 New