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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

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.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.33%
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
–

Top Buyers

1
T
1
TCWP
Ohio
$7.45M
2
MOS
2
MGO One Seven
Ohio
$7.45M
3
W
3
Wealthquest
Ohio
$9.49M
4
OWM
4
Opes Wealth Management
California
$1.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.34M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
OMC
2
Old Mission Capital
Illinois
$861K
3
OCM
3
Orion Capital Management
California
$620K
4
CAN
4
Cetera Advisor Networks
California
$1.45M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$336K 13,297 -11,215 -46%
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$334K 9,512 +9,512 New
LNC
53
Lincoln National Corp
Pennsylvania
$329K 9,352 – –
OWA
54
Outlook Wealth Advisors
Texas
$295K 8,396 – –
FCFC
55
First Commonwealth Financial Corp
Pennsylvania
$288K 8,197 -2,747 -25%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$288K 8,195 -453 -5%
FFN
57
Focus Financial Network
Minnesota
$272K 7,732 – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$245K 6,964 +568 +9%
RIS
59
Retirement Income Solutions
Michigan
$238K 6,757 – –
CFP
60
Cypress Financial Planning
New Jersey
$220K 6,227 +6,227 New
VWA
61
Visionary Wealth Advisors
Illinois
$209K 5,947 +5,947 New
DWMS
62
Dominguez Wealth Management Solutions
Virginia
$207K 5,892 +5,892 New
PIAS
63
PCA Investment Advisory Services
Ohio
$202K 5,734 +5,734 New
HI
64
Harbour Investments
Wisconsin
$183K 5,212 – –
SWM
65
Sugarloaf Wealth Management
Georgia
$151K 4,300 +800 +23%
SWM
66
Spire Wealth Management
Virginia
$128K 3,650 +1,262 +53%
GTAM
67
Global Trust Asset Management
Florida
$123K 3,500 – –
Morgan Stanley
68
Morgan Stanley
New York
$123K 3,500 – –
UBS Group
69
UBS Group
Switzerland
$85.7K 2,436 +1,589 +188%
JGCM
70
Joseph Group Capital Management
Ohio
$80.7K 2,296 – –
AAS
71
Ameritas Advisory Services
Nebraska
$76.3K 2,160 +2,160 New
AF
72
Advisornet Financial
Minnesota
$71K 2,020 +610 +43%
ASN
73
Advisory Services Network
Georgia
$22.7K 645 – –
US Bancorp
74
US Bancorp
Minnesota
$17.8K 506 – –
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$15.2K 430,908 +23,568 +6%
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3
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