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Innovator US Equity Ultra Buffer ETF March

56 hedge funds and large institutions have $70.7M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$585K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$539K +$11.4K +328 +2%
KAS
28
Kestra Advisory Services
Texas
$518K -$52.9K -1,518 -9%
CPIG
29
Chicago Partners Investment Group
Illinois
$409K
BWM
30
BCS Wealth Management
Tennessee
$374K
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$336K -$22.6K -647 -6%
RA
32
RFG Advisory
Alabama
$317K
OMC
33
Old Mission Capital
Illinois
$293K -$419 -12 -0.1%
LPL Financial
34
LPL Financial
California
$291K
AWM
35
AE Wealth Management
Kansas
$266K -$279 -8 -0.1%
MAM
36
Milestone Asset Management
Pennsylvania
$265K -$5.06K -145 -2%
SOS
37
Silver Oak Securities
Tennessee
$251K +$44.7K +1,283 +22%
OAM
38
Occidental Asset Management
California
$217K
ASN
39
Advisory Services Network
Georgia
$211K
MML Investors Services
40
MML Investors Services
Massachusetts
$202K +$202K +5,778 New
FNWA
41
Financial Network Wealth Advisors
Utah
$123K +$9.38K +269 +8%
CA
42
CoreCap Advisors
Michigan
$93K +$93K +2,665 New
UBS Group
43
UBS Group
Switzerland
$68.8K -$27.2K -780 -28%
AWM
44
Atticus Wealth Management
Florida
$67.7K
WP
45
WealthShield Partners
North Carolina
$62.8K
HI
46
Harbour Investments
Wisconsin
$59.5K
SPIA
47
Steward Partners Investment Advisory
New York
$51.7K
DFA
48
DHJJ Financial Advisors
Illinois
$42.6K
CP
49
Castleview Partners
Texas
$37.2K -$32K -917 -46%
CA
50
Continuum Advisory
Idaho
$35.1K