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Innovator US Equity Buffer ETF January

52 hedge funds and large institutions have $98.9M invested in Innovator US Equity Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

84% more capital invested

Capital invested by funds: $53.6M → $98.9M (+$45.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 4452 (+8)

5.32% more ownership

Funds ownership: 53.15%58.47% (+5.3%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
24
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Collaborative Wealth Management
Florida
$793K +$731K +21,941 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$775K +$756K +22,698 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$726K +$709K +21,277 New
SIA
29
Soltis Investment Advisors
Utah
$657K +$24.5K +735 +4%
AIA
30
Alera Investment Advisors
Illinois
$574K +$560K +16,804 New
SB
31
Strategic Blueprint
Georgia
$389K +$380K +11,404 New
NFG
32
Nations Financial Group
Iowa
$379K +$63.1K +1,895 +21%
VWA
33
Visionary Wealth Advisors
Illinois
$338K +$330K +9,911 New
BFC
34
Bedel Financial Consulting
Indiana
$317K +$216K +6,475 +230%
OCM
35
Orion Capital Management
California
$303K +$200K +5,991 +207%
SPC
36
Sigma Planning Corp
Michigan
$297K +$63.8K +1,916 +28%
FWM
37
Frontier Wealth Management
Missouri
$285K +$278K +8,343 New
LNC
38
Lincoln National Corp
Pennsylvania
$265K +$258K +7,749 New
US Bancorp
39
US Bancorp
Minnesota
$264K +$257K +7,723 New
IA
40
IFP Advisors
Florida
$240K +$224K +6,714 +2,315%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$224K -$20K -600 -8%
RTS
42
Round Table Services
New Jersey
$204K -$125K -3,757 -39%
FFS
43
Founders Financial Securities
Maryland
$202K +$197K +5,903 New
HI
44
Harbour Investments
Wisconsin
$197K +$192K +5,774 New
NFG
45
Next Financial Group
Texas
$152K +$37.9K +1,138 +34%
Morgan Stanley
46
Morgan Stanley
New York
$125K
GTAM
47
Global Trust Asset Management
Florida
$119K
FPW
48
Flagship Private Wealth
Massachusetts
$101K
SFP
49
Sterling Financial Planning
New Jersey
$74K +$15.9K +476 +28%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$41K +$40K +1,200 New