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Innovator US Equity Ultra Buffer ETF March

42 hedge funds and large institutions have $52.2M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
14
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
26
TRUADVICE
Florida
$278K -$956 -33 -0.3%
VWA
27
Visionary Wealth Advisors
Illinois
$263K +$263K +9,159 New
CPIG
28
Chicago Partners Investment Group
Illinois
$254K +$254K +8,793 New
SOS
29
Silver Oak Securities
Tennessee
$203K +$203K +6,919 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$195K +$195K +6,800 New
AWM
31
Atticus Wealth Management
Florida
$55.7K +$55.7K +1,940 New
WP
32
WealthShield Partners
North Carolina
$51.7K +$51.7K +1,800 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$46K +$46K +1,600 New
AAP
34
Arax Advisory Partners
Colorado
$28.8K
HI
35
Harbour Investments
Wisconsin
$20.8K +$10.6K +369 +104%
LFG
36
Larson Financial Group
Missouri
$6.89K +$2.15K +75 +45%
AAS
37
Ameritas Advisory Services
Nebraska
$1.96K +$1.96K +68 New
BAM
38
Belpointe Asset Management
Nevada
$1.49K +$57 +2 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1K +$98 +3,408 +11%
KHC
40
Koesten Hirschmann & Crabtree
Kansas
$690 +$690 +24 New
RWPA
41
Richard W. Paul & Associates
Michigan
$144
WKSWA
42
White Knight Strategic Wealth Advisors
New Jersey
-$465K -16,520 Closed
SHIM
43
Stone House Investment Management
Pennsylvania
-$461K -16,365 Closed
Lido Advisors
44
Lido Advisors
California
-$265K -9,400 Closed
UBS Group
45
UBS Group
Switzerland
-$83.3K -2,957 Closed
MCC
46
Money Concepts Capital
Florida
-$51K -1,810 Closed
IA
47
IFP Advisors
Florida
-$13K -500 Closed
AWM
48
Accurate Wealth Management
Florida
-$13.3K -473 Closed