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Innovator US Equity Ultra Buffer ETF March

58 hedge funds and large institutions have $51.6M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
26
SageView Advisory Group
California
$604K +$604K +16,935 New
AFP
27
Ausdal Financial Partners
Iowa
$598K -$321 -9 -0.1%
BSCCG
28
Blue Sky Capital Consultants Group
California
$592K +$592K +16,574 New
KAS
29
Kestra Advisory Services
Texas
$582K +$52.2K +1,462 +10%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$571K +$18.8K +527 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$561K -$74.7K -2,093 -12%
IWM
32
IMG Wealth Management
Florida
$515K +$515K +14,430 New
CPIG
33
Chicago Partners Investment Group
Illinois
$417K
BWM
34
BCS Wealth Management
Tennessee
$383K
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$344K
LPL Financial
36
LPL Financial
California
$297K
MAM
37
Milestone Asset Management
Pennsylvania
$271K
SOS
38
Silver Oak Securities
Tennessee
$258K
AWM
39
AE Wealth Management
Kansas
$246K -$26.7K -749 -10%
RA
40
RFG Advisory
Alabama
$233K -$91.4K -2,561 -28%
ASN
41
Advisory Services Network
Georgia
$223K
OAM
42
Occidental Asset Management
California
$222K
FNWA
43
Financial Network Wealth Advisors
Utah
$107K -$18.8K -526 -15%
CA
44
CoreCap Advisors
Michigan
$93.4K -$1.75K -49 -2%
AWM
45
Atticus Wealth Management
Florida
$69.2K
WP
46
WealthShield Partners
North Carolina
$64.2K
HI
47
Harbour Investments
Wisconsin
$58.4K -$2.46K -69 -4%
SPIA
48
Steward Partners Investment Advisory
New York
$52.9K
DFA
49
DHJJ Financial Advisors
Illinois
$43.5K
CP
50
Castleview Partners
Texas
$38K