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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
BCM
1
Brookstone Capital Management
Illinois
$60.7M +$57.7K +1,505 +0.1%
WIM
2
WealthPlan Investment Management
Nebraska
$11.4M +$2.24M +58,371 +25%
MOS
3
MGO One Seven
Ohio
$9.24M -$441K -11,497 -5%
LF
4
Lantz Financial
Illinois
$7.61M -$31.3K -818 -0.4%
PCA
5
Prosperity Capital Advisors
Ohio
$5.75M +$454K +11,844 +9%
KWM
6
KFG Wealth Management
Indiana
$5.72M -$101K -2,627 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.35M -$88.3K -2,304 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.35M -$272K -7,105 -8%
KAS
9
Kestra Advisory Services
Texas
$3.02M -$80.4K -2,098 -3%
WP
10
WealthPLAN Partners
Nebraska
$2.75M +$253K +6,599 +10%
CVA
11
Central Valley Advisors
California
$2.68M -$7.63K -199 -0.3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.41M +$267K +6,978 +13%
SWM
13
Spire Wealth Management
Virginia
$2.1M -$431K -11,248 -17%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.87M +$1.15M +29,907 +166%
Truist Financial
15
Truist Financial
North Carolina
$1.77M -$5.02K -131 -0.3%
Raymond James Financial
16
Raymond James Financial
Florida
$1.76M -$800K -20,891 -32%
BFG
17
Berger Financial Group
Minnesota
$1.2M
MW
18
MBL Wealth
North Carolina
$1.18M -$11.9K -310 -1%
AIC
19
Archer Investment Corporation
Indiana
$928K -$996 -26 -0.1%
FFG
20
Fiduciary Financial Group
California
$925K
IPW
21
Impact Partnership Wealth
Georgia
$922K -$569K -14,845 -39%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$850K -$356K -9,301 -30%
AWA
23
Arete Wealth Advisors
Illinois
$767K -$143K -3,736 -16%
WTFG
24
Wood Tarver Financial Group
Idaho
$744K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$725K -$111K -2,893 -13%