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Innovator US Equity Ultra Buffer ETF May

39 hedge funds and large institutions have $92.8M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$27M +$1.39M +51,735 +5%
TWM
2
Tradition Wealth Management
Minnesota
$22.3M +$1.39M +51,501 +7%
BCM
3
Brookstone Capital Management
Illinois
$14.9M +$10.2M +380,081 +220%
OWA
4
Outlook Wealth Advisors
Texas
$6.44M -$46.1K -1,719 -0.7%
CIAS
5
Capital Investment Advisory Services
North Carolina
$3.98M +$3.86M +143,984 +3,200%
PCA
6
Prosperity Capital Advisors
Ohio
$3.15M +$1.5M +56,011 +91%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.97M +$1.76M +65,711 +847%
CRWM
8
Castle Rock Wealth Management
California
$1.9M
SB
9
Strategic Blueprint
Georgia
$1.12M -$100K -3,738 -8%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.09M
BAM
11
Belpointe Asset Management
Nevada
$813K +$813K +30,331 New
CAN
12
Cetera Advisor Networks
California
$763K +$763K +28,480 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$706K +$706K +26,353 New
T
14
TRUADVICE
Florida
$671K -$105K -3,894 -14%
IA
15
IFP Advisors
Florida
$570K -$696K -27,320 -55%
Truist Financial
16
Truist Financial
North Carolina
$520K -$105K -3,900 -17%
RGF
17
Retirement Guys Formula
Ohio
$494K
AWA
18
Arete Wealth Advisors
Illinois
$493K +$73.2K +2,733 +17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$431K
KWM
20
KFG Wealth Management
Indiana
$424K +$45.2K +1,678 +12%
WA
21
Wealth Alliance
New York
$421K +$53.6K +2,000 +15%
HI
22
Harbour Investments
Wisconsin
$420K
PWA
23
Phoenix Wealth Advisors
North Carolina
$397K
MHS
24
M Holdings Securities
Oregon
$324K -$456 -17 -0.1%
HAS
25
HBW Advisory Services
California
$295K