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Innovator US Equity Buffer ETF January

76 hedge funds and large institutions have $93.3M invested in Innovator US Equity Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $86.9M → $93.3M (+$6.41M)

6.74% more ownership

Funds ownership: 60.34%67.08% (+6.7%)

1% more funds holding

Funds holding: 7576 (+1)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$784K
HighTower Advisors
27
HighTower Advisors
Illinois
$773K +$289K +8,741 +60%
CWM
28
Collaborative Wealth Management
Florida
$725K
CPIG
29
Chicago Partners Investment Group
Illinois
$681K +$100K +3,035 +19%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$678K +$250K +7,571 +58%
Citadel Advisors
31
Citadel Advisors
Florida
$663K +$189K +5,706 +40%
OIA
32
OneDigital Investment Advisors
Kansas
$630K +$88.7K +2,680 +16%
IA
33
IFP Advisors
Florida
$619K -$22.4K -676 -3%
CFS
34
CRA Financial Services
New Jersey
$586K -$134K -4,056 -19%
PI
35
Parkside Investments
Illinois
$529K
BPA
36
Beacon Pointe Advisors
California
$508K -$45.3K -1,368 -8%
SPC
37
Sigma Planning Corp
Michigan
$466K +$184K +5,563 +65%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$441K +$212K +6,410 +97%
PWMG
39
Pinnacle Wealth Management Group
Michigan
$425K
MPCL
40
My Personal CFO LLC
Washington
$410K -$11.7K -353 -7%
AAP
41
Arax Advisory Partners
Colorado
$395K -$3.37K -102 -0.8%
LF
42
Lantz Financial
Illinois
$394K
FCFC
43
First Commonwealth Financial Corp
Pennsylvania
$362K -$11.8K -356 -3%
NFG
44
Nations Financial Group
Iowa
$347K -$11.6K -350 -3%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$345K
TFS
46
TrustCore Financial Services
Tennessee
$333K +$333K +10,080 New
AWS
47
Atria Wealth Solutions
New York
$330K -$240K -7,242 -42%
LNC
48
Lincoln National Corp
Pennsylvania
$309K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$286K -$26.5K -800 -8%
OWA
50
Outlook Wealth Advisors
Texas
$277K