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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

80 hedge funds and large institutions have $142M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+21
Holders Change %
+35.59%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
29
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
1
Kellett Wealth Advisors
Ohio
$27.1M
2
BCM
2
Brookstone Capital Management
Illinois
$19M
3
AWM
3
AE Wealth Management
Kansas
$9.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.49M
5
KWM
5
KFG Wealth Management
Indiana
$6.77M

Top Sellers

1
DIM
1
Delta Investment Management
California
$0
2
CF
2
Centaurus Financial
California
$555K
3
SIA
3
Soltis Investment Advisors
Utah
$371K
4
TC
4
TownSquare Capital
Utah
$228K
5
MAM
5
Milestone Asset Management
Pennsylvania
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAS
26
RPS Advisory Solutions
Kentucky
$835K +$835K +28,770 New
Jane Street
27
Jane Street
New York
$826K +$826K +28,430 New
Citadel Advisors
28
Citadel Advisors
Florida
$772K +$347K +11,938 +82%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$743K -$8.65K -298 -1%
FFG
30
Fiduciary Financial Group
California
$718K +$718K +24,238 New
WFAG
31
Worth Financial Advisory Group
North Carolina
$714K +$435K +14,982 +156%
DIA
32
Dana Investment Advisors
Wisconsin
$635K +$635K +21,865 New
AWM
33
Alterna Wealth Management
Texas
$603K – – –
CF
34
Centaurus Financial
California
$555K -$281K -9,669 -34%
BFWM
35
Bright Futures Wealth Management
New York
$550K -$31.3K -1,089 -5%
BWM
36
BCS Wealth Management
Tennessee
$548K – – –
MCC
37
Money Concepts Capital
Florida
$531K +$197K +6,801 +59%
YAL
38
Your Advocates Ltd
Texas
$515K – – –
AWA
39
Arete Wealth Advisors
Illinois
$482K +$26.4K +910 +6%
CCAL
40
City Center Advisors LLC
Michigan
$474K – – –
OWA
41
Outlook Wealth Advisors
Texas
$472K – – –
MAM
42
Milestone Asset Management
Pennsylvania
$443K -$35.8K -1,233 -7%
ASN
43
Advisory Services Network
Georgia
$435K – – –
SWA
44
Stratos Wealth Advisors
Ohio
$381K +$10.2K +350 +3%
AAS
45
Avantax Advisory Services
Texas
$381K +$52K +1,789 +16%
CB
46
Chris Bulman
California
$379K +$379K +13,054 New
SFA
47
Souders Financial Advisors
Ohio
$373K +$104K +3,595 +39%
SIA
48
Soltis Investment Advisors
Utah
$371K -$133K -4,567 -26%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$361K +$217K +7,451 +150%
SPIA
50
Steward Partners Investment Advisory
New York
$352K +$26.7K +921 +8%
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