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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
IWM
26
IMG Wealth Management
Florida
$723K
AFP
27
Ausdal Financial Partners
Iowa
$650K
WS
28
Wedbush Securities
California
$645K
GF
29
Gries Financial
Ohio
$644K
LPL Financial
30
LPL Financial
California
$610K
FIA
31
Foundations Investment Advisors
Arizona
$597K
SWP
32
Sagespring Wealth Partners
Tennessee
$554K
Citadel Advisors
33
Citadel Advisors
Florida
$550K
MWM
34
Meridian Wealth Management
Kentucky
$544K
CFS
35
CRA Financial Services
New Jersey
$504K
CPIG
36
Chicago Partners Investment Group
Illinois
$459K
TF
37
Trek Financial
Arizona
$457K
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$452K
MML Investors Services
39
MML Investors Services
Massachusetts
$436K
AWA
40
Arkadios Wealth Advisors
Georgia
$435K
BWM
41
BCS Wealth Management
Tennessee
$418K
SB
42
Strategic Blueprint
Georgia
$403K
BSCCG
43
Blue Sky Capital Consultants Group
California
$379K
ACM
44
Advance Capital Management
Michigan
$364K
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$355K
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$334K
ASN
47
Advisory Services Network
Georgia
$316K
AWM
48
AE Wealth Management
Kansas
$315K
SOS
49
Silver Oak Securities
Tennessee
$281K
MAM
50
Milestone Asset Management
Pennsylvania
$273K