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Innovator US Equity Buffer ETF January

83 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 7683 (+7)

9% more capital invested

Capital invested by funds: $93.3M → $102M (+$8.35M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 67.08%65.84% (-1.2%)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$336K -$385K -11,215 -46%
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$334K +$327K +9,512 New
LNC
53
Lincoln National Corp
Pennsylvania
$329K
OWA
54
Outlook Wealth Advisors
Texas
$295K
FCFC
55
First Commonwealth Financial Corp
Pennsylvania
$288K -$94.3K -2,747 -25%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$288K -$15.6K -453 -5%
FFN
57
Focus Financial Network
Minnesota
$272K
BFEC
58
Benjamin F. Edwards & Company
Missouri
$245K +$19.5K +568 +9%
RIS
59
Retirement Income Solutions
Michigan
$238K
CFP
60
Cypress Financial Planning
New Jersey
$220K +$214K +6,227 New
VWA
61
Visionary Wealth Advisors
Illinois
$209K +$204K +5,947 New
DWMS
62
Dominguez Wealth Management Solutions
Virginia
$207K +$202K +5,892 New
PIAS
63
PCA Investment Advisory Services
Ohio
$202K +$197K +5,734 New
HI
64
Harbour Investments
Wisconsin
$183K
SWM
65
Sugarloaf Wealth Management
Georgia
$151K +$27.5K +800 +23%
SWM
66
Spire Wealth Management
Virginia
$128K +$43.3K +1,262 +53%
GTAM
67
Global Trust Asset Management
Florida
$123K
Morgan Stanley
68
Morgan Stanley
New York
$123K
UBS Group
69
UBS Group
Switzerland
$85.7K +$54.6K +1,589 +188%
JGCM
70
Joseph Group Capital Management
Ohio
$80.7K
AAS
71
Ameritas Advisory Services
Nebraska
$76.3K +$74.2K +2,160 New
AF
72
Advisornet Financial
Minnesota
$71K +$20.9K +610 +43%
ASN
73
Advisory Services Network
Georgia
$22.7K
US Bancorp
74
US Bancorp
Minnesota
$17.8K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$15.2K +$809K +23,568 +6%