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Innovator US Equity Ultra Buffer ETF April

70 hedge funds and large institutions have $75.9M invested in Innovator US Equity Ultra Buffer ETF April in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$8.45M -$71.6K -2,399 -0.8%
PCA
2
Prosperity Capital Advisors
Ohio
$6.54M +$462K +15,450 +8%
KWM
3
KFG Wealth Management
Indiana
$5.64M -$475K -15,905 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.05M -$2.51M -83,995 -33%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.56M -$1.05M -35,005 -23%
BFG
6
Berger Financial Group
Minnesota
$3.22M -$288K -9,651 -8%
MOS
7
MGO One Seven
Ohio
$3.22M -$651K -21,799 -17%
AIA
8
AssuredPartners Investment Advisors
Florida
$3.12M -$796K -26,654 -20%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.95M +$1.49M +49,807 +102%
Truist Financial
10
Truist Financial
North Carolina
$2.67M +$2.81K +94 +0.1%
KWA
11
Kellett Wealth Advisors
Ohio
$2.26M -$29.9K -1,000 -1%
BCM
12
Brookstone Capital Management
Illinois
$2.04M -$112K -3,764 -5%
CVA
13
Central Valley Advisors
California
$1.99M +$1.3M +43,676 +191%
SWM
14
Spire Wealth Management
Virginia
$1.68M -$200K -6,713 -11%
KAS
15
Kestra Advisory Services
Texas
$1.65M +$427K +14,284 +35%
SB
16
Strategic Blueprint
Georgia
$1.63M -$126K -4,222 -7%
Raymond James Financial
17
Raymond James Financial
Florida
$1.47M +$34.3K +1,150 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.15M -$1.7K -57 -0.1%
LPL Financial
19
LPL Financial
California
$1.03M +$94.4K +3,160 +10%
IWM
20
IMG Wealth Management
Florida
$901K -$15.6K -524 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$784K -$53.1K -1,780 -6%
RAS
22
RPS Advisory Solutions
Kentucky
$743K -$9.08K -304 -1%
TF
23
Trek Financial
Arizona
$731K -$18.1K -605 -2%
FFG
24
Fiduciary Financial Group
California
$705K
SAG
25
SageView Advisory Group
California
$702K