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Innovator US Equity Buffer ETF January

80 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 8580 (-5)

10.18% less ownership

Funds ownership: 67%56.82% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

32% less capital invested

Capital invested by funds: $151M → $102M (-$49.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
5
Increased
21
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$337K +$6.77K +200 +2%
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$336K
LNC
53
Lincoln National Corp
Pennsylvania
$301K
MA
54
MAS Advisors
Florida
$293K
SPC
55
Sigma Planning Corp
Michigan
$275K +$18.4K +545 +7%
BFC
56
Bedel Financial Consulting
Indiana
$273K -$32.4K -959 -10%
OWA
57
Outlook Wealth Advisors
Texas
$270K +$47.2K +1,395 +20%
FWM
58
Frontier Wealth Management
Missouri
$268K
MFGM
59
Marshall Financial Group (Maryland)
Maryland
$263K
FFN
60
Focus Financial Network
Minnesota
$249K
BWM
61
BCGM Wealth Management
Indiana
$248K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$240K +$38.5K +1,138 +18%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$238K
AAS
64
Ameritas Advisory Services
Nebraska
$238K +$1.69K +50 +0.7%
RIS
65
Retirement Income Solutions
Michigan
$217K
VBFP
66
Valtinson Bruner Financial Planning
Minnesota
$213K -$2.3M -67,888 -91%
AWM
67
AE Wealth Management
Kansas
$201K +$4.3K +127 +2%
HI
68
Harbour Investments
Wisconsin
$168K +$176K +5,212 New
Morgan Stanley
69
Morgan Stanley
New York
$117K
GTAM
70
Global Trust Asset Management
Florida
$113K
SWM
71
Spire Wealth Management
Virginia
$93K +$35.4K +1,047 +57%
JGCM
72
Joseph Group Capital Management
Ohio
$78K -$7.34M -217,074 -99%
AF
73
Advisornet Financial
Minnesota
$45K
APA
74
American Portfolios Advisors
New York
$35K
SAM
75
Strategic Asset Management
Minnesota
$33K -$31.5K -931 -47%