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Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $207M invested in Innovator US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $189M → $207M (+$18.8M)

9.05% more ownership

Funds ownership: 64.11%73.16% (+9.1%)

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 45

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bellwether Advisors
Nebraska
$2.12M
KAS
27
Kestra Advisory Services
Texas
$1.89M -$114K -2,126 -6%
SW
28
Schulz Wealth
Texas
$1.77M
GS
29
GWN Securities
Florida
$1.67M +$1.13M +20,986 +226%
BCM
30
Brookstone Capital Management
Illinois
$1.64M +$101K +1,874 +7%
CA
31
CoreCap Advisors
Michigan
$1.6M +$16K +298 +1%
LF
32
Lantz Financial
Illinois
$1.4M +$159K +2,957 +13%
BMM
33
Berkshire Money Management
Massachusetts
$1.28M -$19.5K -363 -2%
WIA
34
World Investment Advisors
California
$1.13M +$884K +16,447 +406%
WCG
35
Weaver Consulting Group
California
$1.07M +$18.8K +350 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$981K -$282K -5,245 -23%
ASN
37
Advisory Services Network
Georgia
$878K
FFN
38
Focus Financial Network
Minnesota
$861K -$322 -6 -0%
BWS
39
BFI Wealth Solutions
Texas
$799K +$780K +14,514 New
CCAL
40
City Center Advisors LLC
Michigan
$796K +$35K +651 +5%
SWM
41
Spire Wealth Management
Virginia
$796K -$104K -1,942 -12%
MML Investors Services
42
MML Investors Services
Massachusetts
$782K -$689K -12,824 -47%
SCA
43
Snowden Capital Advisors
New York
$755K +$89.5K +1,665 +14%
SWA
44
Stratos Wealth Advisors
Ohio
$730K -$16.7K -310 -2%
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$713K
CPIG
46
Chicago Partners Investment Group
Illinois
$677K
FCM
47
Firestone Capital Management
Florida
$674K -$56.4K -1,050 -8%
BPA
48
Beacon Pointe Advisors
California
$673K +$16K +297 +2%
OBWG
49
Onyx Bridge Wealth Group
New York
$664K
BWM
50
BCS Wealth Management
Tennessee
$656K +$248K +4,610 +63%