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Innovator US Equity Buffer ETF January

44 hedge funds and large institutions have $53.6M invested in Innovator US Equity Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more funds holding

Funds holding: 3644 (+8)

0.94% less ownership

Funds ownership: 54.1%53.15% (-0.94%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less capital invested

Capital invested by funds: $81.1M → $53.6M (-$27.5M)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
10
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$296K +$285K +9,068 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$235K -$2.67K -85 -1%
SPC
28
Sigma Planning Corp
Michigan
$222K +$214K +6,785 New
TWM
29
Tradition Wealth Management
Minnesota
$185K +$178K +5,648 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$135K +$130K +4,122 New
Morgan Stanley
31
Morgan Stanley
New York
$120K +$62.9K +2,000 +121%
GTAM
32
Global Trust Asset Management
Florida
$115K
NFG
33
Next Financial Group
Texas
$108K
FPW
34
Flagship Private Wealth
Massachusetts
$95.3K +$92.2K +2,929 New
OCM
35
Orion Capital Management
California
$95K +$91K +2,891 New
BFC
36
Bedel Financial Consulting
Indiana
$92K +$55.1K +1,751 +164%
BA
37
Bellwether Advisors
Nebraska
$77K +$74.7K +2,375 New
CFA
38
Carroll Financial Associates
North Carolina
$55K -$11.6K -370 -18%
SFP
39
Sterling Financial Planning
New Jersey
$55K +$52.9K +1,681 New
IFAM
40
Institutional & Family Asset Management
Colorado
$54K +$51.6K +1,640 New
ASN
41
Advisory Services Network
Georgia
$21K -$77.5K -2,464 -79%
FEG
42
Financial Enhancement Group
Indiana
$19K -$16.9M -537,526 -100%
AIC
43
Archer Investment Corporation
Indiana
$9.82K
IA
44
IFP Advisors
Florida
$9K -$1.36M -43,162 -99%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2K
PI
46
Parkside Investments
Illinois
-$5.04M -167,195 Closed
AAS
47
Avantax Advisory Services
Texas
-$2.03M -67,336 Closed
Jane Street
48
Jane Street
New York
-$576K -19,109 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$326K -10,825 Closed
OMC
50
Old Mission Capital
Illinois
-$283K -9,386 Closed