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Innovator US Equity Buffer ETF January

104 hedge funds and large institutions have $188M invested in Innovator US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

76% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 50

Holders
104
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
PCM
1
Penserra Capital Management
California
$18.6M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M
IIA
3
Integral Investment Advisors
California
$13.3M
HighTower Advisors
4
HighTower Advisors
Illinois
$8.69M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.29M
USCWA
6
U.S. Capital Wealth Advisors
Texas
$6.96M
Osaic Holdings
7
Osaic Holdings
Arizona
$6.59M
SCA
8
Stuart Chaussee & Associates
California
$5.99M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$5.41M
LPL Financial
10
LPL Financial
California
$5.38M
SPIA
11
Steward Partners Investment Advisory
New York
$5.15M
CWG
12
Crown Wealth Group
North Carolina
$4.87M
MWM
13
Maltin Wealth Management
New Jersey
$4.43M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.62M
DFA
15
DHJJ Financial Advisors
Illinois
$3.36M
Raymond James Financial
16
Raymond James Financial
Florida
$3.26M
OWM
17
Opes Wealth Management
California
$3M
Cerity Partners
18
Cerity Partners
New York
$2.9M
OMC
19
Old Mission Capital
Illinois
$2.87M
MI
20
Motiv8 Investments
Florida
$2.67M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.6M
Truist Financial
22
Truist Financial
North Carolina
$2.47M
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$2.43M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.4M
FCFC
25
First Commonwealth Financial Corp
Pennsylvania
$2.23M