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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 %
SWM
76
Sugarloaf Wealth Management
Georgia
$155K 5,050
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$154K 5,000
HFM
78
Hartford Financial Management
Connecticut
$133K 4,331 -602 -12%
ASN
79
Advisory Services Network
Georgia
$108K 3,519 +3,519 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$87K 2,821 +2,821 New
SWM
81
Spire Wealth Management
Virginia
$68K 2,190
SAG
82
SageView Advisory Group
California
$58.5K 1,836,817 +1,799,183 +4,781%
GWM
83
Geneos Wealth Management
Colorado
$52K 1,690 +1,690 New
HI
84
Harbour Investments
Wisconsin
$46.3K 1,506
OCM
85
Orion Capital Management
California
$44.7K 1,455 +1,455 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$23.1K 750 +750 New
AWM
87
Atticus Wealth Management
Florida
$6.15K 200
AAP
88
Arax Advisory Partners
Colorado
$3.69K 120
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$646 21
BAAM
90
Baker Avenue Asset Management
California
-706 Closed
CPG
91
Cornerstone Planning Group
New Jersey
-660 Closed
AWA
92
Authentikos Wealth Advisory
California
-250 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$0 16
CFGS
94
Concourse Financial Group Securities
Alabama