We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $117M invested in Innovator US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $102M → $117M (+$15.3M)

6% more funds holding

Funds holding: 8388 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.82% less ownership

Funds ownership: 65.84%62.02% (-3.8%)

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.14M -$173K -4,821 -14%
T
27
TCWP
Ohio
$1.07M -$6.59M -183,308 -87%
CA
28
Cetera Advisors
Colorado
$1.01M +$17.3K +481 +2%
KCM
29
Kathmere Capital Management
Pennsylvania
$911K -$324 -9 -0%
OIA
30
OneDigital Investment Advisors
Kansas
$885K -$8.88K -247 -1%
SS
31
Sunbelt Securities
Texas
$829K
CWM
32
Collaborative Wealth Management
Florida
$828K
OMC
33
Old Mission Capital
Illinois
$797K -$121K -3,361 -14%
LF
34
Lantz Financial
Illinois
$778K
Citadel Advisors
35
Citadel Advisors
Florida
$776K +$319K +8,877 +76%
Jane Street
36
Jane Street
New York
$719K +$686K +19,072 New
Cerity Partners
37
Cerity Partners
New York
$667K -$306K -8,500 -32%
OCM
38
Orion Capital Management
California
$656K -$8.63K -240 -1%
CPIG
39
Chicago Partners Investment Group
Illinois
$618K -$109K -3,035 -16%
AGA
40
Accuvest Global Advisors
Utah
$585K
SWA
41
Stratos Wealth Advisors
Ohio
$581K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$569K +$79.9K +2,222 +17%
CFS
43
CRA Financial Services
New Jersey
$564K -$54.9K -1,525 -9%
Wolverine Trading
44
Wolverine Trading
Illinois
$493K +$475K +13,194 New
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$488K -$2.81K -78 -0.6%
PWMG
46
Pinnacle Wealth Management Group
Michigan
$485K
AWS
47
Atria Wealth Solutions
New York
$457K
AAP
48
Arax Advisory Partners
Colorado
$450K
BPA
49
Beacon Pointe Advisors
California
$449K -$283K -7,878 -40%
IA
50
IFP Advisors
Florida
$396K -$101K -2,808 -21%