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Innovator US Equity Ultra Buffer ETF July

54 hedge funds and large institutions have $53.1M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
26
Bedel Financial Consulting
Indiana
$439K
RGF
27
Retirement Guys Formula
Ohio
$417K -$64 -2 -0%
LJAC
28
L.J. Altfest & Co
New York
$378K -$52.6K -1,653 -12%
MCC
29
Money Concepts Capital
Florida
$366K
SPIA
30
Steward Partners Investment Advisory
New York
$365K
RA
31
RFG Advisory
Alabama
$352K +$352K +11,038 New
WP
32
WealthShield Partners
North Carolina
$329K -$174K -5,452 -35%
BFG
33
Berger Financial Group
Minnesota
$313K -$3.57K -112 -1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$307K -$57.4K -1,800 -16%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$294K +$2.26K +71 +0.8%
Citadel Advisors
36
Citadel Advisors
Florida
$265K +$20.9K +657 +9%
AIC
37
Archer Investment Corporation
Indiana
$257K -$14.2K -444 -5%
CFCI
38
Comprehensive Financial Consultants Institutional
Indiana
$251K -$1.28M -40,079 -84%
SSW
39
Smith Shellnut Wilson
Mississippi
$240K
TWM
40
Tradition Wealth Management
Minnesota
$239K +$239K +7,499 New
Jane Street
41
Jane Street
New York
$233K +$233K +7,323 New
AWM
42
Accurate Wealth Management
Florida
$228K -$33.5K -1,071 -13%
CP
43
Castleview Partners
Texas
$152K
Morgan Stanley
44
Morgan Stanley
New York
$112K -$112K -3,500 -50%
SWM
45
Sugarloaf Wealth Management
Georgia
$107K
CIAS
46
Capital Investment Advisory Services
North Carolina
$95.6K
PS
47
Principal Securities
Iowa
$89.9K +$8.06K +253 +10%
CA
48
CoreCap Advisors
Michigan
$81.1K +$81.1K +2,544 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$73K +$17.2K +536 +31%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$63.7K