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Innovator US Equity Ultra Buffer ETF August

90 hedge funds and large institutions have $344M invested in Innovator US Equity Ultra Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
90
Holders Change
+27
Holders Change %
+42.86%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
30
Increased
29
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DI
51
Diligent Investors
California
$504K 16,400 +16,400 New
MML Investors Services
52
MML Investors Services
Massachusetts
$500K 16,277 +16,277 New
WA
53
Wealth Alliance
New York
$490K 15,924 +1,828 +13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$474K 15,412 -12,634 -45%
SPC
55
Sigma Planning Corp
Michigan
$464K 15,092 -21,075 -58%
CA
56
Claro Advisors
Massachusetts
$461K 14,994 +950 +7%
DIA
57
Dana Investment Advisors
Wisconsin
$391K 12,730 -3,691 -22%
LWM
58
Lakeridge Wealth Management
Ohio
$390K 12,676 +12,676 New
Morgan Stanley
59
Morgan Stanley
New York
$354K 11,500 +5,750 +100%
LPL Financial
60
LPL Financial
California
$347K 11,281 +11,281 New
SS
61
Simplicity Solutions
Minnesota
$314K 10,214
OPA
62
Old Port Advisors
Maine
$313K 10,190 +10,190 New
APW
63
Atlantic Private Wealth
North Carolina
$300K 9,775 +8,650 +769%
CAM
64
Cresset Asset Management
Illinois
$285K 9,286
Truist Financial
65
Truist Financial
North Carolina
$269K 8,744 +8,744 New
BWM
66
BCS Wealth Management
Tennessee
$263K 8,560
SVWAG
67
Sound View Wealth Advisors Group
Georgia
$263K 8,546
SFP
68
Sterling Financial Planning
New Jersey
$260K 8,446 +8,446 New
4WM
69
4J Wealth Management
Virginia
$254K 8,250 +8,250 New
Jane Street
70
Jane Street
New York
$244K 7,929 +7,929 New
SW
71
Schulz Wealth
Texas
$225K 7,315 +7,315 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$220K 7,142 +7,142 New
BWM
73
Brown Wealth Management
Illinois
$217K 7,043 +7,043 New
DFA
74
DHJJ Financial Advisors
Illinois
$208K 6,764 -58 -0.9%
AF
75
Advisornet Financial
Minnesota
$186K 6,053 +6,053 New