We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $117M invested in Innovator US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $102M → $117M (+$15.3M)

6% more funds holding

Funds holding: 8388 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.82% less ownership

Funds ownership: 65.84%62.02% (-3.8%)

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$387K -$16.2K -450 -4%
BFC
52
Bedel Financial Consulting
Indiana
$369K -$12.8K -357 -4%
VFPW
53
Vantage Financial Partners (Wisconsin)
Wisconsin
$359K
MML Investors Services
54
MML Investors Services
Massachusetts
$354K +$338K +9,384 New
LNC
55
Lincoln National Corp
Pennsylvania
$353K
RA
56
RFG Advisory
Alabama
$332K +$316K +8,795 New
SPC
57
Sigma Planning Corp
Michigan
$319K -$106K -2,944 -26%
OWA
58
Outlook Wealth Advisors
Texas
$317K
GS
59
GTS Securities
New York
$292K +$279K +7,745 New
FFN
60
Focus Financial Network
Minnesota
$292K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$278K -$29.9K -830 -10%
BWM
62
BCGM Wealth Management
Indiana
$273K +$260K +7,225 New
RIS
63
Retirement Income Solutions
Michigan
$255K
MW
64
Marcum Wealth
Ohio
$245K -$5.65M -157,040 -96%
CFP
65
Cypress Financial Planning
New Jersey
$235K
DWMS
66
Dominguez Wealth Management Solutions
Virginia
$222K
TC
67
TownSquare Capital
Utah
$219K +$209K +5,799 New
VWA
68
Visionary Wealth Advisors
Illinois
$205K -$18K -500 -8%
WC
69
Waterloo Capital
Texas
$202K +$192K +5,350 New
HI
70
Harbour Investments
Wisconsin
$197K
PIAS
71
PCA Investment Advisory Services
Ohio
$186K -$29K -806 -14%
SWM
72
Sugarloaf Wealth Management
Georgia
$162K
SWM
73
Spire Wealth Management
Virginia
$138K
GTAM
74
Global Trust Asset Management
Florida
$132K
Morgan Stanley
75
Morgan Stanley
New York
$132K