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Innovator US Equity Ultra Buffer ETF August

83 hedge funds and large institutions have $159M invested in Innovator US Equity Ultra Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
31
Reduced
21
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$40.7M 1,162,422 +952,356 +453%
KAS
2
Kestra Advisory Services
Texas
$12.1M 346,818 +297,587 +604%
KWM
3
KFG Wealth Management
Indiana
$9.19M 262,438 -45,857 -15%
OBWG
4
Onyx Bridge Wealth Group
New York
$8.58M 244,943 +638 +0.3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.12M 174,604 -115,449 -40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.09M 173,926 +109,415 +170%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.94M 169,634 +73,664 +77%
AIC
8
Archer Investment Corporation
Indiana
$5.88M 167,723 +2,647 +2%
MW
9
MBL Wealth
North Carolina
$4.79M 136,776 +2,081 +2%
RJA
10
Raymond James & Associates
Florida
$4.12M 117,536 -1,491 -1%
PCA
11
Pallas Capital Advisors
Massachusetts
$4.03M 114,678 +2,648 +2%
PCA
12
Prosperity Capital Advisors
Ohio
$3.42M 97,760 +6,630 +7%
BFG
13
Berger Financial Group
Minnesota
$2.99M 85,475 +21,157 +33%
IWM
14
IHT Wealth Management
Illinois
$2.71M 76,176 +1,806 +2%
HWP
15
Heritage Wealth Partners
Ohio
$2.47M 70,495 +52,581 +294%
FFG
16
Fiduciary Financial Group
California
$2.05M 58,579 +48,777 +498%
SB
17
Strategic Blueprint
Georgia
$1.98M 56,600 +6,920 +14%
TF
18
Trek Financial
Arizona
$1.95M 55,605 +26,794 +93%
WP
19
WealthShield Partners
North Carolina
$1.69M 48,246 +11,168 +30%
CVA
20
Central Valley Advisors
California
$1.63M 46,523 +46,523 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.6M 45,669 +9,793 +27%
AA
22
ACT Advisors
North Carolina
$1.26M 36,047 +36,047 New
CA
23
Clearstead Advisors
Ohio
$1.25M 35,716 +35,716 New
MAM
24
Milestone Asset Management
Pennsylvania
$1.09M 30,989 -1,119 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.02M 29,170 +29,170 New