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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

4% less funds holding

Funds holding: 7269 (-3)

17.91% less ownership

Funds ownership: 92.98%75.07% (-18%)

19% less capital invested

Capital invested by funds: $182M → $148M (-$34M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

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
-3
Holders Change %
-4.17%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
12
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$271K +$267K +6,968 New
OAM
52
Occidental Asset Management
California
$243K
HHWM
53
Hiley Hunt Wealth Management
Nebraska
$237K -$97.2K -2,538 -29%
CB
54
Chris Bulman
California
$236K +$231K +6,038 New
GRR
55
Golden Reserve Retirement
Ohio
$230K
LSIA
56
LaSalle St. Investment Advisors
Illinois
$215K -$843 -22 -0.4%
JP Morgan Chase
57
JP Morgan Chase
New York
$190K +$187K +4,877 New
ACA
58
Aptus Capital Advisors
Alabama
$142K -$31.6K -825 -18%
FNWA
59
Financial Network Wealth Advisors
Utah
$123K -$10.3K -269 -8%
HI
60
Harbour Investments
Wisconsin
$99K
Barclays
61
Barclays
United Kingdom
$92K +$76.8K +2,005 +568%
FFA
62
Farther Finance Advisors
California
$84.5K
WP
63
WealthShield Partners
North Carolina
$70.2K
SPIA
64
Steward Partners Investment Advisory
New York
$69.4K +$11.3K +296 +20%
Morgan Stanley
65
Morgan Stanley
New York
$50.6K +$49.7K +1,298 New
DFA
66
DHJJ Financial Advisors
Illinois
$22.2K
CIAS
67
Capital Investment Advisory Services
North Carolina
$18.8K
UBS Group
68
UBS Group
Switzerland
$15.1K +$14.9K +388 New
LFG
69
Larson Financial Group
Missouri
$6.83K
IWM
70
IHT Wealth Management
Illinois
-$3.13M -83,230 Closed
OMC
71
Old Mission Capital
Illinois
-$2.24M -59,498 Closed
SAG
72
SageView Advisory Group
California
-$646K -16,935 Closed
MHS
73
M Holdings Securities
Oregon
-$537K -14,277 Closed
TAP
74
Tounjian Advisory Partners
Florida
-$274K -7,706 Closed
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
-$168K -4,475 Closed