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Innovator US Equity Buffer ETF January

82 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.74% more ownership

Funds ownership: 62.02%63.76% (+1.7%)

7% less funds holding

Funds holding: 8882 (-6)

19% less capital invested

Capital invested by funds: $117M → $94.9M (-$22.1M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
17
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
51
Vantage Financial Partners (Wisconsin)
Wisconsin
$323K -$27.5K -727 -8%
LNC
52
Lincoln National Corp
Pennsylvania
$312K -$32.4K -855 -9%
BPA
53
Beacon Pointe Advisors
California
$309K -$133K -3,502 -29%
FFN
54
Focus Financial Network
Minnesota
$284K
SPC
55
Sigma Planning Corp
Michigan
$274K -$38.4K -1,014 -12%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$266K -$5.22K -138 -2%
BWM
57
BCGM Wealth Management
Indiana
$265K
RIS
58
Retirement Income Solutions
Michigan
$248K
HI
59
Harbour Investments
Wisconsin
$239K +$48.6K +1,283 +25%
MW
60
Marcum Wealth
Ohio
$239K
OWA
61
Outlook Wealth Advisors
Texas
$230K -$81.3K -2,149 -26%
CFP
62
Cypress Financial Planning
New Jersey
$229K
DWMS
63
Dominguez Wealth Management Solutions
Virginia
$216K
AWM
64
AE Wealth Management
Kansas
$215K +$222K +5,862 New
SWM
65
Sugarloaf Wealth Management
Georgia
$158K
SWM
66
Spire Wealth Management
Virginia
$134K
GTAM
67
Global Trust Asset Management
Florida
$129K
CF
68
Centaurus Financial
California
$128K
Morgan Stanley
69
Morgan Stanley
New York
$118K -$10.4K -275 -8%
JGCM
70
Joseph Group Capital Management
Ohio
$95.3K
AF
71
Advisornet Financial
Minnesota
$74.2K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$63K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$28K +$28.5K +753 New
UBS Group
74
UBS Group
Switzerland
$24.1K -$91.7K -2,424 -79%
US Bancorp
75
US Bancorp
Minnesota
$18.6K