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Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $206M invested in Innovator US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 45

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
COFG Advisors
Illinois
$21.2M
PCM
2
Penserra Capital Management
California
$18.7M
IIA
3
Integral Investment Advisors
California
$14.5M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14M
HighTower Advisors
5
HighTower Advisors
Illinois
$8.75M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.34M
USCWA
7
U.S. Capital Wealth Advisors
Texas
$7.26M
Osaic Holdings
8
Osaic Holdings
Arizona
$6.8M
Lido Advisors
9
Lido Advisors
California
$5.95M
LPL Financial
10
LPL Financial
California
$5.68M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.38M
CWG
12
Crown Wealth Group
North Carolina
$4.97M
SPIA
13
Steward Partners Investment Advisory
New York
$4.88M
MWM
14
Maltin Wealth Management
New Jersey
$4.59M
Raymond James Financial
15
Raymond James Financial
Florida
$4.07M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.48M
DFA
17
DHJJ Financial Advisors
Illinois
$3.41M
Cerity Partners
18
Cerity Partners
New York
$3.23M
OWM
19
Opes Wealth Management
California
$3.21M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.67M
Truist Financial
21
Truist Financial
North Carolina
$2.48M
MPCL
22
My Personal CFO LLC
Washington
$2.3M
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$2.24M
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.19M
FA
25
FSA Advisors
Michigan
$2.17M