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Innovator US Equity Ultra Buffer ETF March

64 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
21
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$598K +$13.2K +393 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$576K +$576K +17,105 New
SAG
28
SageView Advisory Group
California
$570K +$570K +16,935 New
AFP
29
Ausdal Financial Partners
Iowa
$564K +$17.7K +526 +3%
KAS
30
Kestra Advisory Services
Texas
$551K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$510K +$81.5K +2,422 +19%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$466K +$334K +9,909 +253%
CPIG
33
Chicago Partners Investment Group
Illinois
$392K
BWM
34
BCS Wealth Management
Tennessee
$361K
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$346K
RA
36
RFG Advisory
Alabama
$306K -$69.2K -2,054 -18%
HF
37
HRT Financial
New York
$285K +$285K +8,488 New
MW
38
Maia Wealth
Colorado
$285K +$285K +8,345 New
OMC
39
Old Mission Capital
Illinois
$284K +$284K +8,424 New
LPL Financial
40
LPL Financial
California
$281K +$56.9K +1,691 +25%
MAM
41
Milestone Asset Management
Pennsylvania
$261K -$17.7K -525 -6%
AWM
42
AE Wealth Management
Kansas
$257K -$67 -2 -0%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$233K +$233K +6,913 New
ASN
44
Advisory Services Network
Georgia
$211K
OAM
45
Occidental Asset Management
California
$209K
SOS
46
Silver Oak Securities
Tennessee
$199K +$9.66K +287 +5%
FNWA
47
Financial Network Wealth Advisors
Utah
$109K +$109K +3,246 New
UBS Group
48
UBS Group
Switzerland
$92.7K +$49.5K +1,470 +115%
CP
49
Castleview Partners
Texas
$66.8K
AWM
50
Atticus Wealth Management
Florida
$65.3K