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Innovator US Equity Buffer ETF January

80 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 8580 (-5)

10.18% less ownership

Funds ownership: 67%56.82% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

32% less capital invested

Capital invested by funds: $151M → $102M (-$49.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
5
Increased
21
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$935K
OMC
27
Old Mission Capital
Illinois
$883K +$321K +9,501 +53%
CA
28
CoreCap Advisors
Michigan
$828K -$51.9K -1,533 -6%
AWS
29
Atria Wealth Solutions
New York
$744K +$57.5K +1,701 +8%
CA
30
Cetera Advisors
Colorado
$717K
CWM
31
Collaborative Wealth Management
Florida
$705K +$742K +21,941 New
Wolverine Trading
32
Wolverine Trading
Illinois
$704K +$736K +21,755 New
CFS
33
CRA Financial Services
New Jersey
$696K +$2.44K +72 +0.3%
BPA
34
Beacon Pointe Advisors
California
$660K +$689K +20,380 New
IA
35
IFP Advisors
Florida
$643K
AIA
36
Alera Investment Advisors
Illinois
$602K
CPIG
37
Chicago Partners Investment Group
Illinois
$556K
AA
38
Advisory Alpha
Michigan
$538K -$1.03M -30,462 -65%
OIA
39
OneDigital Investment Advisors
Kansas
$532K
PI
40
Parkside Investments
Illinois
$514K +$203K +6,000 +60%
MPCL
41
My Personal CFO LLC
Washington
$513K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$485K -$70.9K -2,095 -12%
Citadel Advisors
43
Citadel Advisors
Florida
$473K +$279K +8,257 +128%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$413K
LF
45
Lantz Financial
Illinois
$412K -$10.4K -308 -2%
CW
46
CreativeOne Wealth
Kansas
$378K
AAP
47
Arax Advisory Partners
Colorado
$376K -$13.9K -411 -3%
FCFC
48
First Commonwealth Financial Corp
Pennsylvania
$374K -$2.23K -66 -0.6%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$369K +$80.4K +2,377 +26%
NFG
50
Nations Financial Group
Iowa
$349K