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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 %
ACM
1
Advance Capital Management
Michigan
$133M 4,310,582 +2,109,895 +96%
BCM
2
Brookstone Capital Management
Illinois
$29.4M 957,301 -64,935 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.8M 740,830 +306,799 +71%
KWM
4
KFG Wealth Management
Indiana
$21.8M 708,947 +591,184 +502%
MOS
5
MGO One Seven
Ohio
$13.4M 436,428 +47,895 +12%
AWM
6
AE Wealth Management
Kansas
$8.81M 281,717 +281,717 New
Osaic Holdings
7
Osaic Holdings
Arizona
$8.48M 275,962 -25,973 -9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.11M 263,818 -18,180 -6%
PCS
9
Private Client Services
Kentucky
$7.4M 240,647 +240,647 New
OBWG
10
Onyx Bridge Wealth Group
New York
$6.52M 212,230 +11,270 +6%
AIC
11
Archer Investment Corporation
Indiana
$6.5M 211,318 +155,378 +278%
PCA
12
Pallas Capital Advisors
Massachusetts
$6.2M 201,682 +61,358 +44%
TCM
13
Triumph Capital Management
Colorado
$4.81M 156,414 +68,347 +78%
MW
14
MBL Wealth
North Carolina
$4.48M 145,631 +14,602 +11%
IWM
15
IHT Wealth Management
Illinois
$3.77M 122,763 +122,763 New
RJA
16
Raymond James & Associates
Florida
$3.68M 119,852 +119,852 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.67M 119,373 +78,934 +195%
TF
18
Trek Financial
Arizona
$3.2M 104,043 +104,043 New
BFG
19
Berger Financial Group
Minnesota
$3.13M 101,864 +11,534 +13%
DLHL
20
Donald L. Hagan LLC
Florida
$2.91M 94,673 +930 +1%
SB
21
Strategic Blueprint
Georgia
$2.62M 85,193 +12,336 +17%
CFCI
22
Comprehensive Financial Consultants Institutional
Indiana
$2.52M 82,140 +82,140 New
MWM
23
Maltin Wealth Management
New Jersey
$2.2M 71,483 -2,088 -3%
WFAG
24
Worth Financial Advisory Group
North Carolina
$1.92M 62,551
AWS
25
Atria Wealth Solutions
New York
$1.82M 59,143 +59,143 New