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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 %
BA
51
Bluesphere Advisors
Pennsylvania
$219K – – –
CB
52
Chris Bulman
California
$217K -$177K -5,865 -45%
BAM
53
Belpointe Asset Management
Nevada
$214K -$37.8K -1,253 -15%
MCC
54
Money Concepts Capital
Florida
$211K -$341K -11,305 -62%
AIC
55
Archer Investment Corporation
Indiana
$207K -$1.4M -46,369 -87%
VWA
56
Visionary Wealth Advisors
Illinois
$201K +$201K +6,668 New
IA
57
IFP Advisors
Florida
$144K +$27.2K +900 +23%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$143K +$123K +4,082 +619%
CA
59
CoreCap Advisors
Michigan
$123K -$8.7K -288 -7%
HI
60
Harbour Investments
Wisconsin
$119K -$302 -10 -0.3%
PS
61
Principal Securities
Iowa
$96.2K – – –
DFA
62
DHJJ Financial Advisors
Illinois
$54.6K – – –
AF
63
Allworth Financial
California
$51.6K – – –
CP
64
Castleview Partners
Texas
$38.2K -$29.7K -982 -44%
EPW
65
Evergreen Private Wealth
Colorado
$24.6K – – –
CPA
66
Clear Point Advisors
New York
$19.3K – – –
UBS Group
67
UBS Group
Switzerland
$18K -$14.2K -471 -44%
FNWA
68
Financial Network Wealth Advisors
Utah
$17.7K – – –
Wells Fargo
69
Wells Fargo
California
$14.8K – – –
CFGS
70
Concourse Financial Group Securities
Alabama
$14.2K +$14.2K +470 New
EB
71
Eastern Bank
Massachusetts
$8.58K +$8.58K +284 New
LFA
72
Legend Financial Advisors
Pennsylvania
$8.28K -$1.81K -60 -18%
LFG
73
Larson Financial Group
Missouri
$6.07K – – –
IF
74
Integrity Financial
Wyoming
$3.44K – – –
SAG
75
SageView Advisory Group
California
– -$1.51M -52,128 Closed
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