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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $234M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 1 closing their positions.

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
27
Reduced
43
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$32.9M 654,965 +104,775 +19%
BCM
2
Brookstone Capital Management
Illinois
$25.7M 512,656 +27,902 +6%
PCM
3
Penserra Capital Management
California
$17.4M 347,381 -28,518 -8%
IIA
4
Integral Investment Advisors
California
$12.5M 248,975 +26 +0%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.6M 170,092 +153,896 +950%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.26M 164,560 -440 -0.3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.42M 147,806 -3,678 -2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$6.59M 131,161 +4,728 +4%
SCA
9
Stuart Chaussee & Associates
California
$5.68M 113,130 +930 +0.8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.09M 101,425 +3,517 +4%
LPL Financial
11
LPL Financial
California
$4.99M 99,374 +11,049 +13%
SPIA
12
Steward Partners Investment Advisory
New York
$4.88M 97,227 +808 +0.8%
OBWG
13
Onyx Bridge Wealth Group
New York
$4.74M 94,354 -39,543 -30%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.73M 98,426 -13,704 -12%
CWG
15
Crown Wealth Group
North Carolina
$4.48M 89,145 -437 -0.5%
MWM
16
Maltin Wealth Management
New Jersey
$4.2M 83,628 +9,213 +12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.79M 75,523 -2,467 -3%
DFA
18
DHJJ Financial Advisors
Illinois
$3.21M 63,844 -534 -0.8%
OWM
19
Opes Wealth Management
California
$2.83M 56,408 +1,413 +3%
Cerity Partners
20
Cerity Partners
New York
$2.77M 55,073 +2,494 +5%
MI
21
Motiv8 Investments
Florida
$2.58M 51,349 +1,552 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$2.54M 50,650 -8,075 -14%
KAS
23
Kestra Advisory Services
Texas
$2.5M 49,816 -360 -0.7%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.37M 47,114 -375 -0.8%
Truist Financial
25
Truist Financial
North Carolina
$2.36M 46,991