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Innovator US Equity Ultra Buffer ETF May

46 hedge funds and large institutions have $29.9M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
1
Prosperity Capital Advisors
Ohio
$3.38M +$232K +7,040 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.94M
CRWM
3
Castle Rock Wealth Management
California
$1.93M -$92.2K -2,803 -5%
KAS
4
Kestra Advisory Services
Texas
$1.89M -$48.9K -1,483 -3%
KWM
5
KFG Wealth Management
Indiana
$1.47M -$67.4K -2,042 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.37M -$119K -3,599 -8%
Truist Financial
7
Truist Financial
North Carolina
$1.21M +$280K +8,498 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.21M -$2.59M -78,610 -68%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.18M -$227K -6,870 -16%
BCM
10
Brookstone Capital Management
Illinois
$1.12M -$16.6M -501,887 -94%
SWM
11
Spire Wealth Management
Virginia
$961K +$66 +2 +0%
CFA
12
Camarda Financial Advisors
Florida
$959K +$29.5K +895 +3%
LPL Financial
13
LPL Financial
California
$929K
OMC
14
Old Mission Capital
Illinois
$801K +$547K +16,579 +216%
CVA
15
Central Valley Advisors
California
$586K -$33 -1 -0%
AWM
16
AE Wealth Management
Kansas
$537K +$18K +545 +3%
HI
17
Harbour Investments
Wisconsin
$517K
AF
18
Allworth Financial
California
$507K
MAM
19
Milestone Asset Management
Pennsylvania
$473K
SPIA
20
Steward Partners Investment Advisory
New York
$466K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$458K
WA
22
Wealth Alliance
New York
$452K
SB
23
Strategic Blueprint
Georgia
$448K -$45.5K -1,380 -9%
AWA
24
Arete Wealth Advisors
Illinois
$413K -$88.3K -2,682 -18%
Citadel Advisors
25
Citadel Advisors
Florida
$400K -$127K -3,862 -24%