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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
17
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWG
1
Crown Wealth Group
North Carolina
$12M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$4.95M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M
4
FA
4
FSA Advisors
Michigan
$1.4M
5
LPL Financial
5
LPL Financial
California
$1.38M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.16M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.78M
4
SB
4
Strategic Blueprint
Georgia
$1.51M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$973K
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nations Financial Group
Iowa
$419K 10,257 – –
MML Investors Services
52
MML Investors Services
Massachusetts
$396K 9,682 +5 +0.1%
HI
53
Harbour Investments
Wisconsin
$395K 9,659 +3,164 +49%
FFN
54
Focus Financial Network
Minnesota
$367K 8,974 +1,242 +16%
RA
55
RFG Advisory
Alabama
$343K 8,392 -643 -7%
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$337K 8,258 -527 -6%
BFC
57
Bedel Financial Consulting
Indiana
$323K 7,904 -1,870 -19%
BWM
58
BCGM Wealth Management
Indiana
$295K 7,225 – –
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$283K 6,930 -297 -4%
RIS
60
Retirement Income Solutions
Michigan
$276K 6,757 – –
AWM
61
AE Wealth Management
Kansas
$271K 6,486 +624 +11%
MW
62
Marcum Wealth
Ohio
$265K 6,493 – –
Morgan Stanley
63
Morgan Stanley
New York
$264K 6,450 +3,225 +100%
OWA
64
Outlook Wealth Advisors
Texas
$255K 6,247 – –
CFP
65
Cypress Financial Planning
New Jersey
$251K 6,227 – –
LAM
66
Lewis Asset Management
California
$242K 5,926 +5,926 New
DWMS
67
Dominguez Wealth Management Solutions
Virginia
$241K 5,892 – –
SPC
68
Sigma Planning Corp
Michigan
$239K 5,850 -1,599 -21%
WC
69
Waterloo Capital
Texas
$219K 5,350 +5,350 New
SWM
70
Spire Wealth Management
Virginia
$215K 5,208 +1,558 +43%
PIAS
71
PCA Investment Advisory Services
Ohio
$201K 4,928 +4,928 New
SWM
72
Sugarloaf Wealth Management
Georgia
$176K 4,300 – –
GTAM
73
Global Trust Asset Management
Florida
$143K 3,500 – –
CF
74
Centaurus Financial
California
$142K 3,486 – –
JGCM
75
Joseph Group Capital Management
Ohio
$97.4K 2,385 -210 -8%
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