UNOV icon

Innovator US Equity Ultra Buffer ETF November

30 hedge funds and large institutions have $21.1M invested in Innovator US Equity Ultra Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 11 closing their positions.

Holders
30
Holders Change
-8
Holders Change %
-21.05%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.66M 195,270 +748 +0.4%
PCA
2
Prosperity Capital Advisors
Ohio
$3.12M 107,704 +53,348 +98%
KWM
3
KFG Wealth Management
Indiana
$1.38M 47,404 -5,835 -11%
Truist Financial
4
Truist Financial
North Carolina
$1.34M 46,210 -7,308 -14%
AWM
5
Atticus Wealth Management
Florida
$1.21M 41,726
BCM
6
Brookstone Capital Management
Illinois
$1.17M 39,965 -4,663 -10%
CRWM
7
Castle Rock Wealth Management
California
$849K 29,082 -820 -3%
AIC
8
Archer Investment Corporation
Indiana
$834K 28,810 -3,214 -10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$735K 25,390
CFS
10
CRA Financial Services
New Jersey
$550K 18,975
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$492K 16,991
T
12
TRUADVICE
Florida
$442K 15,056
RJFSA
13
Raymond James Financial Services Advisors
Florida
$426K 14,717 -1,915 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$397K 13,691 +511 +4%
SAG
15
SageView Advisory Group
California
$283K 9,783
SWM
16
Spire Wealth Management
Virginia
$264K 9,110 -11,906 -57%
SIA
17
Soltis Investment Advisors
Utah
$242K 8,353
MML Investors Services
18
MML Investors Services
Massachusetts
$238K 8,202 -165 -2%
CPIG
19
Chicago Partners Investment Group
Illinois
$238K 8,135
KAS
20
Kestra Advisory Services
Texas
$234K 8,081
AAS
21
Avantax Advisory Services
Texas
$227K 7,846
AWM
22
Axxcess Wealth Management
California
$220K 7,583
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$219K 7,563 +7,563 New
HI
24
Harbour Investments
Wisconsin
$142K 4,891
CF
25
Centaurus Financial
California
$131K 4,525