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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
BA
26
Bellwether Advisors
Nebraska
$2.12M
KAS
27
Kestra Advisory Services
Texas
$1.89M
SW
28
Schulz Wealth
Texas
$1.77M
GS
29
GWN Securities
Florida
$1.67M
BCM
30
Brookstone Capital Management
Illinois
$1.64M
CA
31
CoreCap Advisors
Michigan
$1.6M
LF
32
Lantz Financial
Illinois
$1.4M
BMM
33
Berkshire Money Management
Massachusetts
$1.28M
WCG
34
Weaver Consulting Group
California
$1.07M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$981K
ASN
36
Advisory Services Network
Georgia
$878K
FFN
37
Focus Financial Network
Minnesota
$861K
BWS
38
BFI Wealth Solutions
Texas
$799K
CCAL
39
City Center Advisors LLC
Michigan
$796K
SWM
40
Spire Wealth Management
Virginia
$796K
MML Investors Services
41
MML Investors Services
Massachusetts
$782K
SCA
42
Snowden Capital Advisors
New York
$755K
SWA
43
Stratos Wealth Advisors
Ohio
$730K
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$713K
CPIG
45
Chicago Partners Investment Group
Illinois
$677K
FCM
46
Firestone Capital Management
Florida
$674K
BPA
47
Beacon Pointe Advisors
California
$673K
OBWG
48
Onyx Bridge Wealth Group
New York
$664K
BWM
49
BCS Wealth Management
Tennessee
$656K
AAP
50
Arax Advisory Partners
Colorado
$619K