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Innovator US Equity Accelerated 9 Buffer ETF April

45 hedge funds and large institutions have $64.5M invested in Innovator US Equity Accelerated 9 Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFWM
26
Bright Futures Wealth Management
New York
$377K +$17.1K +510 +5%
CW
27
CreativeOne Wealth
Kansas
$354K
William Blair & Company
28
William Blair & Company
Illinois
$286K
GTAM
29
Global Trust Asset Management
Florida
$274K
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$272K +$267K +7,999 +4,907%
SFP
31
Sterling Financial Planning
New Jersey
$258K -$8.78K -263 -3%
CFS
32
CRA Financial Services
New Jersey
$257K
JSL
33
JT Stratford LLC
Georgia
$230K
SS
34
Sunbelt Securities
Texas
$217K -$667 -20 -0.3%
AWM
35
Apollon Wealth Management
South Carolina
$200K +$200K +6,000 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$172K -$13.3K -400 -7%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$54.5K -$2.17K -65 -4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$32K -$215K -6,386 -87%
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$28.4K -$16.7K -500 -37%
CA
40
CoreCap Advisors
Michigan
$27.5K -$164K -4,912 -86%
SPIA
41
Steward Partners Investment Advisory
New York
$26.9K +$1.7K +51 +7%
FNWA
42
Financial Network Wealth Advisors
Utah
$24.1K
CPA
43
Clear Point Advisors
New York
$13.3K
UBS Group
44
UBS Group
Switzerland
$8.51K -$11.7K -351 -58%
OMC
45
Old Mission Capital
Illinois
-$2.35M -72,687 Closed
AWS
46
Atria Wealth Solutions
New York
-$600K -18,600 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$437K -13,535 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$252K -7,800 Closed