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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 %
MOS
1
MGO One Seven
Ohio
$9.89M -$69.8K -1,956 -0.7%
PCA
2
Prosperity Capital Advisors
Ohio
$3.89M +$435K +12,197 +13%
CA
3
Clearstead Advisors
Ohio
$3.48M -$8.92K -250 -0.3%
BCM
4
Brookstone Capital Management
Illinois
$2.8M -$1.84M -51,464 -40%
KWM
5
KFG Wealth Management
Indiana
$2.54M -$333K -9,323 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.48M -$211K -5,901 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.98M -$127K -3,546 -6%
Truist Financial
8
Truist Financial
North Carolina
$1.56M -$58.7K -1,644 -4%
IPW
9
Impact Partnership Wealth
Georgia
$1.55M +$1.55M +43,556 New
ACM
10
Advance Capital Management
Michigan
$1.44M -$15.9M -446,566 -92%
BFG
11
Berger Financial Group
Minnesota
$1.1M -$202K -5,663 -16%
WFAG
12
Worth Financial Advisory Group
North Carolina
$1.06M -$604K -16,910 -36%
SWM
13
Spire Wealth Management
Virginia
$998K -$118K -3,295 -11%
FFG
14
Fiduciary Financial Group
California
$995K
MW
15
MBL Wealth
North Carolina
$986K -$21.8K -610 -2%
AWA
16
Arete Wealth Advisors
Illinois
$903K -$37K -1,038 -4%
CVA
17
Central Valley Advisors
California
$840K -$52.9K -1,483 -6%
TF
18
Trek Financial
Arizona
$802K -$953K -26,705 -54%
AWS
19
Atria Wealth Solutions
New York
$717K -$234K -6,564 -25%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$714K +$56.7K +1,590 +9%
Jane Street
21
Jane Street
New York
$706K -$292K -8,189 -29%
OMC
22
Old Mission Capital
Illinois
$674K +$374K +10,480 +125%
AIC
23
Archer Investment Corporation
Indiana
$666K -$5.64K -158 -0.8%
WTFG
24
Wood Tarver Financial Group
Idaho
$633K +$633K +17,744 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$617K -$32.6K -913 -5%