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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 %
TWM
1
Tradition Wealth Management
Minnesota
$23M -$31K -1,094 -0.1%
OWA
2
Outlook Wealth Advisors
Texas
$6.31M -$60.1K -2,172 -0.9%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.16M -$56.8K -2,056 -1%
BCM
4
Brookstone Capital Management
Illinois
$3.63M -$14.8M -533,352 -80%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.67M +$727K +26,276 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.19M -$267K -9,651 -11%
CRWM
7
Castle Rock Wealth Management
California
$1.82M -$46.8K -1,691 -3%
PCA
8
Prosperity Capital Advisors
Ohio
$1.64M -$1.23M -44,611 -43%
KWM
9
KFG Wealth Management
Indiana
$1.26M -$31K -1,122 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.1M -$1.36K -49 -0.1%
Truist Financial
11
Truist Financial
North Carolina
$1.09M -$23.8K -859 -2%
CAN
12
Cetera Advisor Networks
California
$1.04M -$48.1K -1,740 -4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$892K +$892K +32,254 New
SB
14
Strategic Blueprint
Georgia
$855K -$204K -7,380 -19%
WFAG
15
Worth Financial Advisory Group
North Carolina
$809K
Citadel Advisors
16
Citadel Advisors
Florida
$620K +$289K +10,431 +87%
MML Investors Services
17
MML Investors Services
Massachusetts
$588K -$11.1K -400 -2%
T
18
TRUADVICE
Florida
$506K -$67.1K -2,375 -12%
WA
19
Wealth Alliance
New York
$435K
HI
20
Harbour Investments
Wisconsin
$434K
LPL Financial
21
LPL Financial
California
$433K +$433K +15,649 New
FIA
22
Foundations Investment Advisors
Arizona
$420K +$420K +15,190 New
MAM
23
Milestone Asset Management
Pennsylvania
$420K -$490K -17,736 -54%
PWA
24
Phoenix Wealth Advisors
North Carolina
$410K
SPC
25
Sigma Planning Corp
Michigan
$409K +$4.07K +147 +1%