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Innovator US Equity Ultra Buffer ETF May

50 hedge funds and large institutions have $61.7M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
4
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
26
MGO One Seven
Ohio
$376K +$376K +13,600 New
RGF
27
Retirement Guys Formula
Ohio
$325K -$53.3K -1,928 -14%
OMC
28
Old Mission Capital
Illinois
$308K -$244K -8,826 -44%
AIC
29
Archer Investment Corporation
Indiana
$282K -$18.5K -667 -6%
CA
30
Cetera Advisors
Colorado
$274K +$274K +9,902 New
SPIA
31
Steward Partners Investment Advisory
New York
$254K
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$247K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$246K -$31.2K -1,130 -11%
TC
34
TownSquare Capital
Utah
$241K +$241K +8,717 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$237K -$149K -5,375 -39%
OIA
36
OneDigital Investment Advisors
Kansas
$223K
KWM
37
Kingsview Wealth Management
Oregon
$210K
MCC
38
Money Concepts Capital
Florida
$208K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$207K -$10.5K -381 -5%
NA
40
NewEdge Advisors
Louisiana
$204K
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$204K
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$151K +$150K +5,435 +49,409%
CIAS
43
Capital Investment Advisory Services
North Carolina
$97.5K
IA
44
IFP Advisors
Florida
$74K -$145K -5,250 -66%
WP
45
WealthShield Partners
North Carolina
$66.6K
CP
46
Castleview Partners
Texas
$49.6K
SWM
47
Spire Wealth Management
Virginia
$29.1K
LFG
48
Larson Financial Group
Missouri
$22.8K
CPG
49
Cornerstone Planning Group
New Jersey
$19.1K +$19.1K +690 New
DFA
50
DHJJ Financial Advisors
Illinois
$13K +$13K +470 New