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Innovator US Equity Ultra Buffer ETF March

42 hedge funds and large institutions have $52.2M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
14
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$12.7M -$36K -1,254 -0.3%
GI
2
Glovista Investments
New Jersey
$9.39M +$9.39M +328,110 New
AWM
3
AE Wealth Management
Kansas
$5.84M +$217K +7,559 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.19M +$1.86M +64,773 +56%
PCA
5
Prosperity Capital Advisors
Ohio
$3.15M +$1.54M +53,464 +95%
NA
6
NewEdge Advisors
Louisiana
$2.57M +$2.57M +89,379 New
BFG
7
Berger Financial Group
Minnesota
$1.51M -$3.65M -127,204 -71%
AIC
8
Archer Investment Corporation
Indiana
$1.37M +$104K +3,628 +8%
KWM
9
KFG Wealth Management
Indiana
$1.21M +$296K +10,249 +32%
Truist Financial
10
Truist Financial
North Carolina
$1.11M +$1.11M +38,611 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$819K +$459K +15,979 +128%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$753K +$401K +13,967 +114%
SB
13
Strategic Blueprint
Georgia
$652K -$22.5K -782 -3%
MAM
14
Milestone Asset Management
Pennsylvania
$606K +$606K +21,111 New
Jane Street
15
Jane Street
New York
$473K +$473K +16,462 New
GLR
16
Great Lakes Retirement
Ohio
$471K +$471K +16,413 New
SAG
17
SageView Advisory Group
California
$429K
Citadel Advisors
18
Citadel Advisors
Florida
$367K +$367K +12,793 New
ASN
19
Advisory Services Network
Georgia
$344K +$344K +11,980 New
BCM
20
Brookstone Capital Management
Illinois
$336K -$10M -347,857 -97%
BOSSRA
21
B.O.S.S. Retirement Advisors
Utah
$333K +$5.28K +184 +2%
SWM
22
Spire Wealth Management
Virginia
$313K +$313K +10,885 New
BWM
23
BCS Wealth Management
Tennessee
$308K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$298K +$37.4K +1,302 +14%
BFC
25
Bedel Financial Consulting
Indiana
$280K +$23.5K +817 +9%