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Innovator US Equity Buffer ETF January

53 hedge funds and large institutions have $91.8M invested in Innovator US Equity Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5253 (+1)

1.93% less ownership

Funds ownership: 58.47%56.54% (-1.9%)

7% less capital invested

Capital invested by funds: $98.9M → $91.8M (-$7.06M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Alera Investment Advisors
Illinois
$602K
SB
27
Strategic Blueprint
Georgia
$587K +$176K +4,996 +44%
OMC
28
Old Mission Capital
Illinois
$544K -$461K -13,089 -46%
NFG
29
Nations Financial Group
Iowa
$398K
AAP
30
Arax Advisory Partners
Colorado
$333K +$327K +9,303 New
OCM
31
Orion Capital Management
California
$318K
BFC
32
Bedel Financial Consulting
Indiana
$309K -$24K -681 -7%
SPC
33
Sigma Planning Corp
Michigan
$303K -$8.8K -250 -3%
FWM
34
Frontier Wealth Management
Missouri
$299K
LNC
35
Lincoln National Corp
Pennsylvania
$278K
US Bancorp
36
US Bancorp
Minnesota
$277K
AIC
37
Ameritas Investment Company
Nebraska
$277K +$167K +4,744 +440%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$272K -$482K -13,681 -64%
IA
39
IFP Advisors
Florida
$261K +$10.3K +294 +4%
RTS
40
Round Table Services
New Jersey
$214K
FFS
41
Founders Financial Securities
Maryland
$211K
HI
42
Harbour Investments
Wisconsin
$207K
NFG
43
Next Financial Group
Texas
$159K
Morgan Stanley
44
Morgan Stanley
New York
$131K
GTAM
45
Global Trust Asset Management
Florida
$125K
ACM
46
Anfield Capital Management
California
$120K +$118K +3,350 New
FPW
47
Flagship Private Wealth
Massachusetts
$106K
SFP
48
Sterling Financial Planning
New Jersey
$77K
UBS Group
49
UBS Group
Switzerland
$59K +$58.3K +1,655 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$43K