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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

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.

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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.86M
2
AWA
2
Arete Wealth Advisors
Illinois
$424K
3
PCA
3
Prosperity Capital Advisors
Ohio
$3.78M
4
MCC
4
Money Concepts Capital
Florida
$315K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$494K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$312K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.1K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.26M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.86M 213,488 +17,085 +9%
PCA
2
Prosperity Capital Advisors
Ohio
$3.78M 137,794 +14,094 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.26M 118,698 -56,738 -32%
WFAG
4
Worth Financial Advisory Group
North Carolina
$2.62M 95,600 – –
CFCI
5
Comprehensive Financial Consultants Institutional
Indiana
$2.29M 83,565 -1,903 -2%
KWM
6
KFG Wealth Management
Indiana
$2.25M 81,866 -5,578 -6%
WIA
7
World Investment Advisors
California
$1.81M 66,025 +500 +0.8%
SB
8
Strategic Blueprint
Georgia
$1.62M 59,001 -18,506 -24%
BCM
9
Brookstone Capital Management
Illinois
$1.51M 54,975 -10,865 -17%
Truist Financial
10
Truist Financial
North Carolina
$1.46M 53,253 -1,741 -3%
TWM
11
TriaGen Wealth Management
California
$1.35M 49,148 -10,785 -18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.31M 47,772 -7,532 -14%
CA
13
Cetera Advisors
Colorado
$1M 36,523 -12,653 -26%
CF
14
Centaurus Financial
California
$866K 31,571 -1,320 -4%
AIC
15
Archer Investment Corporation
Indiana
$794K 28,938 -25,604 -47%
MAM
16
Milestone Asset Management
Pennsylvania
$647K 23,591 -3,450 -13%
FIA
17
Foundations Investment Advisors
Arizona
$645K 23,237 -3,464 -13%
MOS
18
MGO One Seven
Ohio
$600K 21,872 +1,500 +7%
DIM
19
Delta Investment Management
California
$581K 21,178 +7,254 +52%
SIA
20
Soltis Investment Advisors
Utah
$568K 20,712 -3,151 -13%
BWM
21
BCS Wealth Management
Tennessee
$518K 18,875 -380 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$518K 18,863 +1,618 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$494K 18,009 +9,581 +114%
LPL Financial
24
LPL Financial
California
$482K 17,582 +7,765 +79%
TC
25
TownSquare Capital
Utah
$460K 16,746 +1,594 +11%
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