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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

74 hedge funds and large institutions have $108M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
11
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$270K
4
VWA
4
Visionary Wealth Advisors
Illinois
$201K
5
PCA
5
Prosperity Capital Advisors
Ohio
$5.7M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$2.33M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.35M
3
SAG
3
SageView Advisory Group
California
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$313K
5
AIC
5
Archer Investment Corporation
Indiana
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$628K -$144K -4,782 -19%
Citadel Advisors
27
Citadel Advisors
Florida
$599K -$204K -6,741 -25%
CF
28
Centaurus Financial
California
$575K -$2.02K -67 -0.4%
BWM
29
BCS Wealth Management
Tennessee
$570K – – –
BFWM
30
Bright Futures Wealth Management
New York
$559K -$22.1K -725 -4%
YAL
31
Your Advocates Ltd
Texas
$536K – – –
WFAG
32
Worth Financial Advisory Group
North Carolina
$501K -$242K -8,000 -33%
CCAL
33
City Center Advisors LLC
Michigan
$499K -$8.52K -282 -2%
ASN
34
Advisory Services Network
Georgia
$435K – – –
MAM
35
Milestone Asset Management
Pennsylvania
$415K -$46K -1,523 -10%
AWA
36
Arete Wealth Advisors
Illinois
$415K -$86.3K -2,858 -17%
AAS
37
Avantax Advisory Services
Texas
$399K +$2.69K +89 +0.7%
SWA
38
Stratos Wealth Advisors
Ohio
$397K – – –
Jane Street
39
Jane Street
New York
$390K -$468K -15,500 -55%
SFA
40
Souders Financial Advisors
Ohio
$388K – – –
SIA
41
Soltis Investment Advisors
Utah
$386K – – –
AWM
42
Accurate Wealth Management
Florida
$378K +$52.8K +1,736 +16%
SPIA
43
Steward Partners Investment Advisory
New York
$354K -$12.1K -400 -3%
RA
44
RFG Advisory
Alabama
$339K -$18.7K -619 -5%
ML
45
McAdam LLC
Pennsylvania
$336K – – –
AAS
46
Ameritas Advisory Services
Nebraska
$313K -$1.48M -49,008 -83%
WP
47
WealthShield Partners
North Carolina
$291K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$270K +$270K +8,942 New
BPA
49
Beacon Pointe Advisors
California
$256K – – –
OWA
50
Outlook Wealth Advisors
Texas
$246K -$26K -860 -10%
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