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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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$8.45M
PCA
2
Prosperity Capital Advisors
Ohio
$6.54M
KWM
3
KFG Wealth Management
Indiana
$5.64M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.05M
Osaic Holdings
5
Osaic Holdings
Arizona
$3.56M
BFG
6
Berger Financial Group
Minnesota
$3.22M
MOS
7
MGO One Seven
Ohio
$3.22M
AIA
8
AssuredPartners Investment Advisors
Florida
$3.12M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.95M
Truist Financial
10
Truist Financial
North Carolina
$2.67M
KWA
11
Kellett Wealth Advisors
Ohio
$2.26M
BCM
12
Brookstone Capital Management
Illinois
$2.04M
CVA
13
Central Valley Advisors
California
$1.99M
SWM
14
Spire Wealth Management
Virginia
$1.68M
KAS
15
Kestra Advisory Services
Texas
$1.65M
SB
16
Strategic Blueprint
Georgia
$1.63M
Raymond James Financial
17
Raymond James Financial
Florida
$1.47M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.15M
LPL Financial
19
LPL Financial
California
$1.03M
IWM
20
IMG Wealth Management
Florida
$901K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$784K
RAS
22
RPS Advisory Solutions
Kentucky
$743K
TF
23
Trek Financial
Arizona
$731K
FFG
24
Fiduciary Financial Group
California
$705K
SAG
25
SageView Advisory Group
California
$702K