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Innovator US Equity Buffer ETF January

104 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 106104 (-2)

5.06% less ownership

Funds ownership: 69.64%64.58% (-5.1%)

8% less capital invested

Capital invested by funds: $183M → $168M (-$14.7M)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
16
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$1.7M -$135K -3,085 -8%
MI
27
Motiv8 Investments
Florida
$1.6M +$72.6K +1,658 +5%
OMC
28
Old Mission Capital
Illinois
$1.55M -$153K -3,499 -9%
FA
29
FSA Advisors
Michigan
$1.52M -$1.58K -36 -0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.51M -$474K -10,813 -24%
SW
31
Schulz Wealth
Texas
$1.43M
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.27M -$28.7K -654 -2%
SPC
33
Sigma Planning Corp
Michigan
$1.22M -$98.8K -2,255 -8%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.18M +$2.02K +46 +0.2%
BMM
35
Berkshire Money Management
Massachusetts
$1.05M -$4.73K -108 -0.5%
SS
36
Sunbelt Securities
Texas
$991K
OIA
37
OneDigital Investment Advisors
Kansas
$964K -$1.27K -29 -0.1%
LF
38
Lantz Financial
Illinois
$955K -$745 -17 -0.1%
SWA
39
Stratos Wealth Advisors
Ohio
$842K
SCA
40
Snowden Capital Advisors
New York
$777K
ASN
41
Advisory Services Network
Georgia
$740K
OCM
42
Orion Capital Management
California
$729K -$6.13K -140 -0.9%
Wolverine Trading
43
Wolverine Trading
Illinois
$629K +$611K +13,946 New
CWM
44
Collaborative Wealth Management
Florida
$625K
FCM
45
Firestone Capital Management
Florida
$608K +$269K +6,138 +84%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$603K
FFN
47
Focus Financial Network
Minnesota
$600K
CFS
48
CRA Financial Services
New Jersey
$593K -$21.9K -500 -4%
CPIG
49
Chicago Partners Investment Group
Illinois
$550K
AAP
50
Arax Advisory Partners
Colorado
$535K