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Innovator US Equity Ultra Buffer ETF May

49 hedge funds and large institutions have $82.7M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
8
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$23.3M -$306K -10,713 -1%
BCM
2
Brookstone Capital Management
Illinois
$18.5M +$3.1M +111,521 +20%
OWA
3
Outlook Wealth Advisors
Texas
$6.44M -$275K -9,856 -4%
T
4
TCWP
Ohio
$4.81M +$4.81M +171,973 New
HighTower Advisors
5
HighTower Advisors
Illinois
$4.26M +$3.13M +112,055 +275%
PCA
6
Prosperity Capital Advisors
Ohio
$2.91M -$376K -13,463 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.48M +$340K +12,167 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.96M -$26.2M -938,080 -93%
CRWM
9
Castle Rock Wealth Management
California
$1.89M -$87.6K -3,137 -4%
KWM
10
KFG Wealth Management
Indiana
$1.3M +$863K +30,877 +197%
Truist Financial
11
Truist Financial
North Carolina
$1.12M +$578K +20,682 +107%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.11M -$942K -33,711 -46%
CAN
13
Cetera Advisor Networks
California
$1.1M +$301K +10,762 +38%
SB
14
Strategic Blueprint
Georgia
$1.07M -$98.7K -3,533 -8%
MAM
15
Milestone Asset Management
Pennsylvania
$920K +$920K +32,926 New
WFAG
16
Worth Financial Advisory Group
North Carolina
$817K +$817K +29,234 New
MML Investors Services
17
MML Investors Services
Massachusetts
$605K +$605K +21,646 New
T
18
TRUADVICE
Florida
$568K -$127K -4,528 -18%
OMC
19
Old Mission Capital
Illinois
$557K +$557K +19,941 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$475K +$475K +16,990 New
WA
21
Wealth Alliance
New York
$439K
HI
22
Harbour Investments
Wisconsin
$438K
AWA
23
Arete Wealth Advisors
Illinois
$437K -$77.3K -2,765 -15%
PWA
24
Phoenix Wealth Advisors
North Carolina
$414K
SPC
25
Sigma Planning Corp
Michigan
$409K +$409K +14,638 New