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Innovator US Equity Buffer ETF January

82 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.74% more ownership

Funds ownership: 62.02%63.76% (+1.7%)

7% less funds holding

Funds holding: 8882 (-6)

19% less capital invested

Capital invested by funds: $117M → $94.9M (-$22.1M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
17
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$951K -$192K -5,061 -16%
KCM
27
Kathmere Capital Management
Pennsylvania
$886K -$1.51K -40 -0.2%
BMM
28
Berkshire Money Management
Massachusetts
$862K -$4.92M -130,115 -85%
OIA
29
OneDigital Investment Advisors
Kansas
$852K -$10.5K -278 -1%
SS
30
Sunbelt Securities
Texas
$808K
CWM
31
Collaborative Wealth Management
Florida
$806K
LF
32
Lantz Financial
Illinois
$758K
TC
33
TownSquare Capital
Utah
$707K +$509K +13,447 +232%
Cerity Partners
34
Cerity Partners
New York
$650K
OCM
35
Orion Capital Management
California
$599K -$41.1K -1,087 -6%
AGA
36
Accuvest Global Advisors
Utah
$569K
SWA
37
Stratos Wealth Advisors
Ohio
$566K
Citadel Advisors
38
Citadel Advisors
Florida
$537K -$226K -5,959 -29%
CFS
39
CRA Financial Services
New Jersey
$526K -$24.6K -650 -4%
W
40
Wealthquest
Ohio
$491K -$13.2M -350,012 -96%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$472K
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$465K -$11.5K -303 -2%
AWS
43
Atria Wealth Solutions
New York
$445K
CPIG
44
Chicago Partners Investment Group
Illinois
$441K -$152K -4,015 -25%
AAP
45
Arax Advisory Partners
Colorado
$437K -$1.14K -30 -0.3%
IA
46
IFP Advisors
Florida
$422K +$37.8K +998 +10%
NFG
47
Nations Financial Group
Iowa
$377K
BFC
48
Bedel Financial Consulting
Indiana
$359K
MML Investors Services
49
MML Investors Services
Massachusetts
$356K +$11.1K +293 +3%
RA
50
RFG Advisory
Alabama
$332K +$9.08K +240 +3%