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Innovator US Equity Ultra Buffer ETF May

47 hedge funds and large institutions have $57.7M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
7
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RGF
26
Retirement Guys Formula
Ohio
$345K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$340K +$120K +4,080 +54%
MCC
28
Money Concepts Capital
Florida
$340K +$119K +4,043 +54%
CA
29
Cetera Advisors
Colorado
$291K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$291K +$291K +9,881 New
SPIA
31
Steward Partners Investment Advisory
New York
$270K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$266K +$266K +9,056 New
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$262K
NA
34
NewEdge Advisors
Louisiana
$237K +$17.1K +575 +8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$223K -$29.5K -1,000 -12%
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$216K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$214K -$48.5K -1,645 -18%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$205K -$744K -25,283 -78%
AIC
39
Archer Investment Corporation
Indiana
$146K -$154K -5,238 -51%
CIAS
40
Capital Investment Advisory Services
North Carolina
$104K
ASN
41
Advisory Services Network
Georgia
$60K +$60K +2,039 New
CP
42
Castleview Partners
Texas
$52.8K
IA
43
IFP Advisors
Florida
$36.4K -$42.2K -1,435 -54%
SWM
44
Spire Wealth Management
Virginia
$31.1K
UBS Group
45
UBS Group
Switzerland
$31.1K +$31.1K +1,057 New
LFG
46
Larson Financial Group
Missouri
$23.9K -$294 -10 -1%
DFA
47
DHJJ Financial Advisors
Illinois
$13.8K
PWA
48
Phoenix Wealth Advisors
North Carolina
-$410K -14,815 Closed
SPC
49
Sigma Planning Corp
Michigan
-$409K -14,785 Closed
TC
50
TownSquare Capital
Utah
-$241K -8,717 Closed