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Innovator US Equity Buffer ETF January

54 hedge funds and large institutions have $87.3M invested in Innovator US Equity Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 5354 (+1)

1.8% more ownership

Funds ownership: 56.54%58.34% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $91.8M → $87.3M (-$4.56M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
10
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$561K +$562K +15,514 New
SIA
27
Soltis Investment Advisors
Utah
$546K -$187K -5,155 -25%
Citadel Advisors
28
Citadel Advisors
Florida
$512K -$2.29M -63,356 -82%
AAP
29
Arax Advisory Partners
Colorado
$331K -$4.82K -133 -1%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$324K -$432K -11,923 -57%
OCM
31
Orion Capital Management
California
$320K
NFG
32
Nations Financial Group
Iowa
$314K -$86.9K -2,400 -22%
BFC
33
Bedel Financial Consulting
Indiana
$311K
SPC
34
Sigma Planning Corp
Michigan
$310K +$5.11K +141 +2%
FWM
35
Frontier Wealth Management
Missouri
$301K
LNC
36
Lincoln National Corp
Pennsylvania
$279K
US Bancorp
37
US Bancorp
Minnesota
$279K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$237K +$238K +6,570 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$219K -$54.8K -1,514 -20%
RTS
40
Round Table Services
New Jersey
$215K
FFS
41
Founders Financial Securities
Maryland
$213K
AIC
42
Ameritas Investment Company
Nebraska
$209K -$724 -20 -0.3%
HI
43
Harbour Investments
Wisconsin
$202K -$6.55K -181 -3%
NFG
44
Next Financial Group
Texas
$160K
Morgan Stanley
45
Morgan Stanley
New York
$132K
GTAM
46
Global Trust Asset Management
Florida
$126K
SAM
47
Strategic Asset Management
Minnesota
$88K +$87.4K +2,412 New
SFP
48
Sterling Financial Planning
New Jersey
$78K
IA
49
IFP Advisors
Florida
$69K -$195K -5,378 -74%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$43K