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Innovator US Equity Buffer ETF January

62 hedge funds and large institutions have $103M invested in Innovator US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19.82% more ownership

Funds ownership: 58.34%78.16% (+20%)

18% more capital invested

Capital invested by funds: $87.3M → $103M (+$15.4M)

15% more funds holding

Funds holding: 5462 (+8)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.95%
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
12
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$640K -$25.8K -700 -4%
RC
27
Rovin Capital
Arizona
$640K +$634K +17,163 New
AIA
28
Alera Investment Advisors
Illinois
$627K
CPIG
29
Chicago Partners Investment Group
Illinois
$572K +$598K +16,201 New
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$499K -$447K -12,110 -48%
AAP
31
Arax Advisory Partners
Colorado
$438K +$95.4K +2,583 +28%
SPC
32
Sigma Planning Corp
Michigan
$339K +$18.5K +500 +6%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$334K -$1.33K -36 -0.4%
OCM
34
Orion Capital Management
California
$331K
FWM
35
Frontier Wealth Management
Missouri
$311K
AWM
36
Axxcess Wealth Management
California
$293K +$290K +7,850 New
BFC
37
Bedel Financial Consulting
Indiana
$291K -$29.5K -800 -9%
LNC
38
Lincoln National Corp
Pennsylvania
$289K
US Bancorp
39
US Bancorp
Minnesota
$288K
SIA
40
Soltis Investment Advisors
Utah
$270K -$292K -7,900 -52%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$254K +$252K +6,811 New
MPCL
42
My Personal CFO LLC
Washington
$248K +$246K +6,650 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$247K +$245K +6,632 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$245K
RTS
45
Round Table Services
New Jersey
$223K
FFS
46
Founders Financial Securities
Maryland
$220K
BWM
47
BCGM Wealth Management
Indiana
$218K +$215K +5,834 New
AAS
48
Ameritas Advisory Services
Nebraska
$216K +$214K +5,802 New
SC
49
Slow Capital
California
$204K -$1.4M -37,892 -87%
HI
50
Harbour Investments
Wisconsin
$169K -$39.4K -1,066 -19%