UAPR icon

Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

79 hedge funds and large institutions have $99.8M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
11
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.08M
2
SAG
2
SageView Advisory Group
California
$725K
3
IPW
3
Impact Partnership Wealth
Georgia
$547K
4
OMC
4
Old Mission Capital
Illinois
$512K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.51M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.22M
2
AWM
2
AE Wealth Management
Kansas
$6.97M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.81M
4
KWM
4
KFG Wealth Management
Indiana
$6.31M
5
TCM
5
Triumph Capital Management
Colorado
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$8.8M 285,354 -10,193 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.81M 253,260 -26,053 -9%
AWM
3
AE Wealth Management
Kansas
$6.97M 225,973 -86,050 -28%
KWM
4
KFG Wealth Management
Indiana
$6.31M 204,644 -22,108 -10%
PCA
5
Prosperity Capital Advisors
Ohio
$6.26M 203,027 +14,185 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M 154,128 +8,669 +6%
LI
7
LifeWealth Investments
Florida
$4.34M 140,718 +140,718 New
AIA
8
AssuredPartners Investment Advisors
Florida
$4.04M 131,129 +131,129 New
MOS
9
MGO One Seven
Ohio
$4M 129,628 -325 -0.3%
BFG
10
Berger Financial Group
Minnesota
$3.62M 117,501 +825 +0.7%
Truist Financial
11
Truist Financial
North Carolina
$2.76M 89,475 -7,057 -7%
KWA
12
Kellett Wealth Advisors
Ohio
$2.36M 76,601 -659 -0.9%
BCM
13
Brookstone Capital Management
Illinois
$2.22M 72,040 -613,922 -89%
WIA
14
World Investment Advisors
California
$2.17M 70,325 – –
SWM
15
Spire Wealth Management
Virginia
$1.95M 63,072 -8,131 -11%
SB
16
Strategic Blueprint
Georgia
$1.82M 58,906 -1,360 -2%
TCM
17
Triumph Capital Management
Colorado
$1.79M 57,886 -21,136 -27%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.51M 48,987 +14,582 +42%
PAS
19
PKS Advisory Services
New York
$1.51M 48,970 +48,970 New
Raymond James Financial
20
Raymond James Financial
Florida
$1.49M 48,169 +48,169 New
KAS
21
Kestra Advisory Services
Texas
$1.26M 40,956 -81 -0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.19M 38,456 -6,207 -14%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.08M 35,184 +26,242 +293%
LPL Financial
24
LPL Financial
California
$966K 31,335 +1,895 +6%
IWM
25
IMG Wealth Management
Florida
$947K 30,701 +30,701 New
1
2 3 4