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Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $121M → $183M (+$61.6M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 88106 (+18)

2.66% more ownership

Funds ownership: 66.98%69.64% (+2.7%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.77M +$160K +3,781 +10%
RA
27
RFG Advisory
Alabama
$1.77M +$1.36M +32,297 +385%
Truist Financial
28
Truist Financial
North Carolina
$1.77M +$90.3K +2,141 +6%
BA
29
Bellwether Advisors
Nebraska
$1.71M
OMC
30
Old Mission Capital
Illinois
$1.65M +$1.6M +37,798 New
CA
31
Cetera Advisors
Colorado
$1.49M +$264K +6,249 +22%
MI
32
Motiv8 Investments
Florida
$1.47M +$106K +2,504 +8%
FA
33
FSA Advisors
Michigan
$1.47M -$22.6K -536 -2%
SW
34
Schulz Wealth
Texas
$1.38M
SPC
35
Sigma Planning Corp
Michigan
$1.27M +$989K +23,427 +400%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$1.26M +$19.1K +452 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.14M +$692K +16,399 +169%
LNC
38
Lincoln National Corp
Pennsylvania
$1.08M +$284K +6,721 +37%
BMM
39
Berkshire Money Management
Massachusetts
$1.02M
KCM
40
Kathmere Capital Management
Pennsylvania
$979K -$64.8K -1,536 -6%
SS
41
Sunbelt Securities
Texas
$957K
OIA
42
OneDigital Investment Advisors
Kansas
$932K -$11.4K -270 -1%
LF
43
Lantz Financial
Illinois
$923K +$23.9K +567 +3%
Jane Street
44
Jane Street
New York
$878K +$851K +20,165 New
IA
45
IFP Advisors
Florida
$825K +$315K +7,469 +65%
SWA
46
Stratos Wealth Advisors
Ohio
$813K +$155K +3,681 +25%
SCA
47
Snowden Capital Advisors
New York
$750K +$727K +17,230 New
ASN
48
Advisory Services Network
Georgia
$714K +$665K +15,760 +2,443%
OCM
49
Orion Capital Management
California
$709K
CWM
50
Collaborative Wealth Management
Florida
$604K -$311K -7,366 -35%