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Innovator US Equity Ultra Buffer ETF March

71 hedge funds and large institutions have $74.9M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6971 (+2)

12.09% less ownership

Funds ownership: 75.07%62.98% (-12%)

49% less capital invested

Capital invested by funds: $148M → $74.9M (-$73M)

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 36

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRR
51
Golden Reserve Retirement
Ohio
$236K
SAI
52
Savvy Advisors Inc
New York
$235K +$232K +5,886 New
MAM
53
Milestone Asset Management
Pennsylvania
$228K -$51K -1,295 -19%
LSIA
54
LaSalle St. Investment Advisors
Illinois
$220K
HHWM
55
Hiley Hunt Wealth Management
Nebraska
$202K -$39.4K -1,000 -16%
ACA
56
Aptus Capital Advisors
Alabama
$179K +$32.5K +825 +23%
FNWA
57
Financial Network Wealth Advisors
Utah
$126K
FFA
58
Farther Finance Advisors
California
$86.5K
WP
59
WealthShield Partners
North Carolina
$71.9K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$60K +$58.9K +1,495 New
SPIA
61
Steward Partners Investment Advisory
New York
$59.2K -$11.7K -296 -17%
Morgan Stanley
62
Morgan Stanley
New York
$51.9K
Barclays
63
Barclays
United Kingdom
$43.4K -$50K -1,271 -54%
KFAS
64
Keating Financial Advisory Services
Kansas
$27.8K +$27.4K +697 New
DFA
65
DHJJ Financial Advisors
Illinois
$22.8K
CIAS
66
Capital Investment Advisory Services
North Carolina
$19.3K
AAP
67
Arax Advisory Partners
Colorado
$16.4K +$16.2K +411 New
HI
68
Harbour Investments
Wisconsin
$14.8K -$85.4K -2,169 -85%
UBS Group
69
UBS Group
Switzerland
$8.59K -$6.81K -173 -45%
LFG
70
Larson Financial Group
Missouri
$6.99K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$6.55K +$6.46K +164 New
Citadel Advisors
72
Citadel Advisors
Florida
-$550K -14,099 Closed
MWM
73
Meridian Wealth Management
Kentucky
-$544K -13,941 Closed
AWA
74
Arkadios Wealth Advisors
Georgia
-$435K -11,143 Closed
GSIAS
75
Garden State Investment Advisory Services
New Jersey
-$355K -9,100 Closed