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Innovator US Equity Ultra Buffer ETF July

35 hedge funds and large institutions have $28.3M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.8M 201,383 +201,383 New
PCA
2
Prosperity Capital Advisors
Ohio
$4.46M 154,699 -14,760 -9%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.34M 116,318 +84,737 +268%
BCM
4
Brookstone Capital Management
Illinois
$1.88M 65,758 -4,445 -6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.88M 65,129 +25,775 +65%
OMC
6
Old Mission Capital
Illinois
$1.07M 37,167 +37,167 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.05M 36,290 +10,580 +41%
CPIG
8
Chicago Partners Investment Group
Illinois
$948K 32,647 +32,647 New
CF
9
Centaurus Financial
California
$766K 26,580 -15,021 -36%
BFC
10
Bedel Financial Consulting
Indiana
$643K 22,336
TC
11
TownSquare Capital
Utah
$559K 19,396 +19,396 New
SAG
12
SageView Advisory Group
California
$478K 16,601 +16,601 New
AIC
13
Archer Investment Corporation
Indiana
$468K 16,267 +289 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$454K 15,755 +15,755 New
AWA
15
Arete Wealth Advisors
Illinois
$448K 15,541 -11,036 -42%
LJAC
16
L.J. Altfest & Co
New York
$390K 13,527 -5,683 -30%
SWM
17
Spire Wealth Management
Virginia
$377K 13,100
RGF
18
Retirement Guys Formula
Ohio
$377K 13,094 -1,837 -12%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$358K 12,429 -2,326 -16%
SPIA
20
Steward Partners Investment Advisory
New York
$330K 11,464 +11,464 New
Citadel Advisors
21
Citadel Advisors
Florida
$287K 9,977 -808 -7%
CCM
22
Coldstream Capital Management
Washington
$279K 9,697
RJFSA
23
Raymond James Financial Services Advisors
Florida
$260K 9,040 +9,040 New
AAS
24
Avantax Advisory Services
Texas
$256K 8,874 +1,030 +13%
ASN
25
Advisory Services Network
Georgia
$244K 8,478 -87 -1%