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Innovator US Equity Ultra Buffer ETF February

60 hedge funds and large institutions have $33.4M invested in Innovator US Equity Ultra Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
26
Trek Financial
Arizona
$374K
CVA
27
Central Valley Advisors
California
$358K
FA
28
Fermata Advisors
California
$352K
RA
29
RFG Advisory
Alabama
$347K -$22K -676 -6%
TC
30
TownSquare Capital
Utah
$318K -$41K -1,261 -11%
BFG
31
Berger Financial Group
Minnesota
$300K -$9.63K -296 -3%
PA
32
PFG Advisors
Arizona
$298K -$35.5K -1,090 -11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$278K -$24.6K -754 -8%
HI
34
Harbour Investments
Wisconsin
$276K
FA
35
FC Advisory
Pennsylvania
$259K
WP
36
WealthShield Partners
North Carolina
$252K
CPIG
37
Chicago Partners Investment Group
Illinois
$243K
MAM
38
Milestone Asset Management
Pennsylvania
$230K
SA
39
Sanctuary Advisors
Indiana
$224K
CB
40
Chris Bulman
California
$220K -$179K -5,490 -45%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$215K
OC
42
OxenFree Capital
Florida
$213K -$1.63K -50 -0.8%
Creative Planning
43
Creative Planning
Kansas
$204K +$204K +6,264 New
CA
44
Continuum Advisory
Idaho
$185K +$858 +26 +0.5%
CA
45
CoreCap Advisors
Michigan
$140K +$6.09K +187 +5%
FNWA
46
Financial Network Wealth Advisors
Utah
$117K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$86.3K
DFA
48
DHJJ Financial Advisors
Illinois
$76.5K
ME
49
McIlrath & Eck
Washington
$51.8K
SWM
50
Sugarloaf Wealth Management
Georgia
$26K