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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 %
TWM
1
Tradition Wealth Management
Minnesota
$23.9M -$611K -20,233 -2%
OWA
2
Outlook Wealth Advisors
Texas
$6.53M -$179K -6,076 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.4M +$74.4K +2,529 +3%
CRWM
4
Castle Rock Wealth Management
California
$1.93M
Osaic Holdings
5
Osaic Holdings
Arizona
$1.88M -$957K -32,547 -34%
PCA
6
Prosperity Capital Advisors
Ohio
$1.62M -$123K -4,167 -7%
BCM
7
Brookstone Capital Management
Illinois
$1.36M -$2.49M -84,715 -65%
OMC
8
Old Mission Capital
Illinois
$1.33M +$1M +34,018 +306%
KWM
9
KFG Wealth Management
Indiana
$1.25M -$85.5K -2,906 -6%
KAS
10
Kestra Advisory Services
Texas
$1.21M +$1.21M +41,071 New
HighTower Advisors
11
HighTower Advisors
Illinois
$1.15M -$3.29M -111,733 -74%
Truist Financial
12
Truist Financial
North Carolina
$1.11M -$42.9K -1,460 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.09M -$78.9K -2,684 -7%
CAN
14
Cetera Advisor Networks
California
$1.07M -$31.7K -1,078 -3%
WFAG
15
Worth Financial Advisory Group
North Carolina
$860K
Citadel Advisors
16
Citadel Advisors
Florida
$658K -$59 -2 -0%
SB
17
Strategic Blueprint
Georgia
$646K -$263K -8,935 -29%
MML Investors Services
18
MML Investors Services
Massachusetts
$508K -$117K -3,986 -19%
LPL Financial
19
LPL Financial
California
$482K +$22K +749 +5%
WA
20
Wealth Alliance
New York
$462K
HI
21
Harbour Investments
Wisconsin
$461K
FIA
22
Foundations Investment Advisors
Arizona
$452K
MAM
23
Milestone Asset Management
Pennsylvania
$447K
MOS
24
MGO One Seven
Ohio
$444K +$44.1K +1,500 +11%
AWA
25
Arete Wealth Advisors
Illinois
$437K +$437K +14,858 New