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Innovator US Equity Accelerated 9 Buffer ETF April

45 hedge funds and large institutions have $63.7M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+12
Holders Change %
+36.36%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
26
DHJJ Financial Advisors
Illinois
$402K +$56.8K +1,760 +16%
BFWM
27
Bright Futures Wealth Management
New York
$342K +$2.01K +63 +0.6%
CW
28
CreativeOne Wealth
Kansas
$342K +$342K +10,608 New
William Blair & Company
29
William Blair & Company
Illinois
$277K
GTAM
30
Global Trust Asset Management
Florida
$265K
SFP
31
Sterling Financial Planning
New Jersey
$259K +$259K +8,008 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$252K -$19.4K -600 -7%
CFS
33
CRA Financial Services
New Jersey
$248K +$248K +7,695 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$236K +$236K +7,336 New
JSL
35
JT Stratford LLC
Georgia
$223K +$14.8K +458 +7%
SS
36
Sunbelt Securities
Texas
$210K +$45.1K +1,396 +27%
CA
37
CoreCap Advisors
Michigan
$185K +$152K +4,696 +451%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$179K -$3.23K -100 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$54.8K +$54.8K +1,698 New
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$43.6K +$43.6K +1,350 New
SPIA
41
Steward Partners Investment Advisory
New York
$24.4K +$24.4K +755 New
FNWA
42
Financial Network Wealth Advisors
Utah
$23.3K +$23.3K +721 New
UBS Group
43
UBS Group
Switzerland
$19.6K +$19.6K +606 New
CPA
44
Clear Point Advisors
New York
$12.9K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +163 New
ACM
46
Arlington Capital Management
Illinois
-$818K -26,171 Closed
CPIG
47
Chicago Partners Investment Group
Illinois
-$232K -7,562 Closed