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Innovator US Equity Ultra Buffer ETF May

39 hedge funds and large institutions have $483M invested in Innovator US Equity Ultra Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
3
Reduced
18
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$410M -$86.4M -3,304 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$25M -$11.3M -431,144 -31%
TWM
3
Tradition Wealth Management
Minnesota
$20.3M -$483K -18,371 -2%
OWA
4
Outlook Wealth Advisors
Texas
$6.32M -$79.1K -3,025 -1%
BCM
5
Brookstone Capital Management
Illinois
$4.53M -$123K -4,684 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.09M -$28.7K -1,100 -1%
CRWM
7
Castle Rock Wealth Management
California
$1.89M -$102K -3,803 -5%
PCA
8
Prosperity Capital Advisors
Ohio
$1.61M +$1.61M +61,446 New
IA
9
IFP Advisors
Florida
$1.26M -$19.1K -750 -1%
SB
10
Strategic Blueprint
Georgia
$1.19M -$280K -10,703 -19%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.07M +$24.4K +932 +2%
CA
12
Corrado Advisors
New Jersey
$890K -$7.19K -275 -0.8%
T
13
TRUADVICE
Florida
$762K -$8.57K -323 -1%
Truist Financial
14
Truist Financial
North Carolina
$609K -$732 -28 -0.1%
RGF
15
Retirement Guys Formula
Ohio
$481K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$421K
HI
17
Harbour Investments
Wisconsin
$410K
PWA
18
Phoenix Wealth Advisors
North Carolina
$387K
KWM
19
KFG Wealth Management
Indiana
$367K +$367K +14,032 New
WA
20
Wealth Alliance
New York
$358K -$52.3K -2,000 -13%
TCM
21
Triumph Capital Management
Colorado
$337K +$58.2K +2,227 +21%
MHS
22
M Holdings Securities
Oregon
$316K -$105 -4 -0%
MCC
23
Money Concepts Capital
Florida
$302K +$106K +4,043 +54%
HAS
24
HBW Advisory Services
California
$287K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$262K