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Innovator US Equity Ultra Buffer ETF February

55 hedge funds and large institutions have $52.7M invested in Innovator US Equity Ultra Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
11
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$16.6M 539,511 +493,357 +1,069%
SWA
2
Stratos Wealth Advisors
Ohio
$7.63M 247,848 -2,165 -0.9%
Truist Financial
3
Truist Financial
North Carolina
$3.85M 125,106 +2,603 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.95M 95,875 -1,356 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.39M 77,640 +27,840 +56%
PCA
6
Prosperity Capital Advisors
Ohio
$1.35M 43,806 -7,026 -14%
KWM
7
KFG Wealth Management
Indiana
$1.27M 41,152 +6,939 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.08M 35,214 +25,526 +263%
SPC
9
Sigma Planning Corp
Michigan
$882K 28,638 +28,638 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$813K 26,410 -261 -1%
AIC
11
Archer Investment Corporation
Indiana
$791K 25,674 +23,364 +1,011%
CA
12
Cetera Advisors
Colorado
$773K 25,116 +9,813 +64%
HighTower Advisors
13
HighTower Advisors
Illinois
$742K 24,103 +990 +4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$737K 23,940 +2,116 +10%
NFG
15
Nations Financial Group
Iowa
$618K 20,069 +20,069 New
SWM
16
Spire Wealth Management
Virginia
$605K 19,627 +19,082 +3,501%
NA
17
NewEdge Advisors
Louisiana
$561K 18,226
SAG
18
SageView Advisory Group
California
$553K 16,935 -1,361,241 -99%
LPL Financial
19
LPL Financial
California
$552K 17,925 +10,197 +132%
KAS
20
Kestra Advisory Services
Texas
$533K 17,302 +17,302 New
MML Investors Services
21
MML Investors Services
Massachusetts
$529K 17,183 -11,711 -41%
AWA
22
Arete Wealth Advisors
Illinois
$460K 14,951 -240 -2%
CRWM
23
Castle Rock Wealth Management
California
$426K 14,027
BFG
24
Berger Financial Group
Minnesota
$398K 12,920 +12,920 New
Citadel Advisors
25
Citadel Advisors
Florida
$397K 12,901 -9,854 -43%