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Innovator US Equity Ultra Buffer ETF March

33 hedge funds and large institutions have $49M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 14 closing their positions.

Holders
33
Holders Change
-9
Holders Change %
-21.43%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
3
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$13.3M +$67.7K +2,247 +0.5%
BCM
2
Brookstone Capital Management
Illinois
$13M +$12.7M +423,935 +3,639%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.86M -$1.57M -52,222 -29%
PCA
4
Prosperity Capital Advisors
Ohio
$2.91M -$396K -13,169 -12%
NA
5
NewEdge Advisors
Louisiana
$2.69M
BFG
6
Berger Financial Group
Minnesota
$1.58M
AIC
7
Archer Investment Corporation
Indiana
$1.41M -$18.9K -628 -1%
KWM
8
KFG Wealth Management
Indiana
$1.26M -$6.31K -210 -0.5%
Truist Financial
9
Truist Financial
North Carolina
$1.14M -$18K -600 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$952K -$95.9K -3,189 -9%
CFS
11
CGC Financial Services
Oregon
$840K +$840K +27,954 New
OMC
12
Old Mission Capital
Illinois
$716K +$716K +23,815 New
MAM
13
Milestone Asset Management
Pennsylvania
$635K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$460K -$397K -13,210 -46%
SAG
15
SageView Advisory Group
California
$449K
AWA
16
Arete Wealth Advisors
Illinois
$441K +$441K +14,666 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$408K +$95.6K +3,178 +31%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$396K -$392K -13,024 -50%
SB
19
Strategic Blueprint
Georgia
$327K -$356K -11,831 -52%
SWM
20
Spire Wealth Management
Virginia
$323K -$4.09K -136 -1%
BWM
21
BCS Wealth Management
Tennessee
$322K
BFC
22
Bedel Financial Consulting
Indiana
$293K
T
23
TRUADVICE
Florida
$288K -$1.05K -35 -0.4%
VWA
24
Visionary Wealth Advisors
Illinois
$275K
CPIG
25
Chicago Partners Investment Group
Illinois
$265K