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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
LF
1
Lantz Financial
Illinois
$7.75M -$48.4K -1,229 -0.6%
MOS
2
MGO One Seven
Ohio
$7.44M -$1.99M -50,550 -21%
PCA
3
Prosperity Capital Advisors
Ohio
$5.49M -$394K -10,004 -7%
KWM
4
KFG Wealth Management
Indiana
$5.15M -$705K -17,907 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.32M -$105K -2,662 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.26M -$208K -5,283 -6%
KAS
7
Kestra Advisory Services
Texas
$3.08M -$11.7K -296 -0.4%
CVA
8
Central Valley Advisors
California
$2.73M -$11K -280 -0.4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.41M -$55.9K -1,420 -2%
Truist Financial
10
Truist Financial
North Carolina
$1.81M -$7.17K -182 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.8M -$114K -2,895 -6%
WIM
12
WealthPlan Investment Management
Nebraska
$1.76M -$9.79M -248,575 -85%
SWM
13
Spire Wealth Management
Virginia
$1.66M -$486K -12,342 -23%
Raymond James Financial
14
Raymond James Financial
Florida
$1.59M -$212K -5,391 -12%
OMC
15
Old Mission Capital
Illinois
$1.4M +$1.38M +35,051 New
BFG
16
Berger Financial Group
Minnesota
$1.23M
MW
17
MBL Wealth
North Carolina
$1.19M -$19.7K -500 -2%
BCM
18
Brookstone Capital Management
Illinois
$998K -$60.3M -1,530,891 -98%
WP
19
WealthPLAN Partners
Nebraska
$960K -$1.83M -46,546 -66%
FFG
20
Fiduciary Financial Group
California
$947K
AIC
21
Archer Investment Corporation
Indiana
$933K -$17.2K -437 -2%
KA
22
Kovack Advisors
Florida
$930K +$917K +23,292 New
IPW
23
Impact Partnership Wealth
Georgia
$920K -$23.3K -593 -3%
FIA
24
Foundations Investment Advisors
Arizona
$881K +$266K +6,767 +44%
BWM
25
BCS Wealth Management
Tennessee
$856K +$422K +10,718 +100%