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Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $94.9M → $121M (+$26.4M)

7% more funds holding

Funds holding: 8288 (+6)

3.22% more ownership

Funds ownership: 63.76%66.98% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
17
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
26
Motiv8 Investments
Florida
$1.28M +$1.2M +31,293 New
CA
27
CoreCap Advisors
Michigan
$1.26M -$46.7K -1,221 -4%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$1.16M -$23K -602 -2%
CA
29
Cetera Advisors
Colorado
$1.14M -$26.8K -700 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.06M
KCM
31
Kathmere Capital Management
Pennsylvania
$981K -$3.71K -97 -0.4%
JP Morgan Chase
32
JP Morgan Chase
New York
$973K -$543K -14,217 -37%
BMM
33
Berkshire Money Management
Massachusetts
$955K -$3.59K -94 -0.4%
SS
34
Sunbelt Securities
Texas
$898K
OIA
35
OneDigital Investment Advisors
Kansas
$885K -$57.6K -1,506 -6%
CWM
36
Collaborative Wealth Management
Florida
$868K -$27K -707 -3%
LF
37
Lantz Financial
Illinois
$843K
Cerity Partners
38
Cerity Partners
New York
$764K +$38.2K +1,000 +6%
LNC
39
Lincoln National Corp
Pennsylvania
$737K +$365K +9,544 +112%
OCM
40
Orion Capital Management
California
$666K
SWA
41
Stratos Wealth Advisors
Ohio
$612K -$16.1K -422 -3%
Citadel Advisors
42
Citadel Advisors
Florida
$566K -$28.9K -757 -5%
CFS
43
CRA Financial Services
New Jersey
$558K -$24.8K -650 -5%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$525K
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$515K -$1.26K -33 -0.3%
CPIG
46
Chicago Partners Investment Group
Illinois
$507K
AWS
47
Atria Wealth Solutions
New York
$495K -$268 -7 -0.1%
W
48
Wealthquest
Ohio
$487K -$55.4K -1,448 -11%
AAP
49
Arax Advisory Partners
Colorado
$481K -$4.82K -126 -1%
IA
50
IFP Advisors
Florida
$469K