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Innovator US Equity Ultra Buffer ETF June

36 hedge funds and large institutions have $69.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$24.3M 883,140 -8,010 -0.9%
BCM
2
Brookstone Capital Management
Illinois
$13.8M 497,245 +229,154 +85%
TF
3
Trek Financial
Arizona
$9.05M 328,199 -1,162 -0.4%
PCA
4
Prosperity Capital Advisors
Ohio
$5.93M 215,238 +51,952 +32%
BFG
5
Berger Financial Group
Minnesota
$4.59M 166,477 +138,171 +488%
CWS
6
Cypress Wealth Services
California
$1.64M 59,657
CRWM
7
Castle Rock Wealth Management
California
$1.3M 47,443
KWM
8
KFG Wealth Management
Indiana
$1.25M 45,253 +1,814 +4%
SWP
9
Summit Wealth Partners
Florida
$841K 30,511 -8,993 -23%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$765K 27,738 -175 -0.6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$712K 25,826 +12,461 +93%
BWP
12
Balboa Wealth Partners
Arizona
$619K 22,442
AWA
13
Arete Wealth Advisors
Illinois
$596K 21,601 +1,558 +8%
BPA
14
Beacon Pointe Advisors
California
$561K 20,335 +20,335 New
4WM
15
4J Wealth Management
Virginia
$512K 18,587 +3,850 +26%
Citadel Advisors
16
Citadel Advisors
Florida
$490K 17,791 +17,791 New
KA
17
Kovack Advisors
Florida
$378K 13,717 +13,717 New
AWM
18
Axxcess Wealth Management
California
$374K 13,564
AIC
19
Archer Investment Corporation
Indiana
$304K 11,035 -8,729 -44%
SWA
20
Stratos Wealth Advisors
Ohio
$275K 9,990
SWM
21
Spire Wealth Management
Virginia
$245K 8,900 +6,900 +345%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$216K 7,834 -415 -5%
WP
23
WealthPLAN Partners
Nebraska
$180K 6,525 +6,525 New
ASN
24
Advisory Services Network
Georgia
$114K 4,123 +500 +14%
HI
25
Harbour Investments
Wisconsin
$111K 4,018