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Innovator US Equity Ultra Buffer ETF March

69 hedge funds and large institutions have $148M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$60.7M
WIM
2
WealthPlan Investment Management
Nebraska
$11.4M
MOS
3
MGO One Seven
Ohio
$9.24M
LF
4
Lantz Financial
Illinois
$7.61M
PCA
5
Prosperity Capital Advisors
Ohio
$5.75M
KWM
6
KFG Wealth Management
Indiana
$5.72M
Osaic Holdings
7
Osaic Holdings
Arizona
$3.35M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.35M
KAS
9
Kestra Advisory Services
Texas
$3.02M
WP
10
WealthPLAN Partners
Nebraska
$2.75M
CVA
11
Central Valley Advisors
California
$2.68M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.41M
SWM
13
Spire Wealth Management
Virginia
$2.1M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.87M
Truist Financial
15
Truist Financial
North Carolina
$1.77M
Raymond James Financial
16
Raymond James Financial
Florida
$1.76M
BFG
17
Berger Financial Group
Minnesota
$1.2M
MW
18
MBL Wealth
North Carolina
$1.18M
AIC
19
Archer Investment Corporation
Indiana
$928K
FFG
20
Fiduciary Financial Group
California
$925K
IPW
21
Impact Partnership Wealth
Georgia
$922K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$850K
AWA
23
Arete Wealth Advisors
Illinois
$767K
WTFG
24
Wood Tarver Financial Group
Idaho
$744K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$725K