We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 103105 (+2)

2.31% less ownership

Funds ownership: 66.4%64.1% (-2.3%)

7% less capital invested

Capital invested by funds: $167M → $155M (-$12.1M)

50% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 40

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Schulz Wealth
Texas
$1.54M
CA
27
CoreCap Advisors
Michigan
$1.44M -$593K -12,535 -29%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.35M -$23.1K -489 -2%
AA
29
Armis Advisers
Georgia
$1.2M +$1.18M +25,062 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$1.2M -$144K -3,040 -11%
BMM
31
Berkshire Money Management
Massachusetts
$1.12M
LF
32
Lantz Financial
Illinois
$963K -$5.44K -115 -0.6%
SS
33
Sunbelt Securities
Texas
$904K -$103K -2,170 -10%
ASN
34
Advisory Services Network
Georgia
$787K
TC
35
TownSquare Capital
Utah
$786K -$129K -2,736 -14%
MML Investors Services
36
MML Investors Services
Massachusetts
$761K -$481K -10,179 -39%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$745K +$735K +15,547 New
SB
38
Strategic Blueprint
Georgia
$725K -$3.55K -75 -0.5%
CWM
39
Collaborative Wealth Management
Florida
$664K
BCM
40
Brookstone Capital Management
Illinois
$662K +$109K +2,305 +20%
FCM
41
Firestone Capital Management
Florida
$646K
SWA
42
Stratos Wealth Advisors
Ohio
$636K -$256K -5,409 -29%
OCM
43
Orion Capital Management
California
$627K -$85.2K -1,801 -12%
OIA
44
OneDigital Investment Advisors
Kansas
$627K -$288K -6,095 -32%
SPC
45
Sigma Planning Corp
Michigan
$595K -$650K -13,743 -53%
FFN
46
Focus Financial Network
Minnesota
$592K -$3.12K -66 -0.5%
RA
47
RFG Advisory
Alabama
$588K -$1.19M -25,203 -67%
CPIG
48
Chicago Partners Investment Group
Illinois
$586K
AAP
49
Arax Advisory Partners
Colorado
$584K +$22.2K +470 +4%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$583K +$53.5K +1,131 +10%