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Innovator US Equity Buffer ETF January

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $94.9M → $121M (+$26.4M)

7% more funds holding

Funds holding: 8288 (+6)

3.22% more ownership

Funds ownership: 63.76%66.98% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$419K
MML Investors Services
52
MML Investors Services
Massachusetts
$396K +$191 +5 +0.1%
HI
53
Harbour Investments
Wisconsin
$395K +$121K +3,164 +49%
FFN
54
Focus Financial Network
Minnesota
$367K +$47.5K +1,242 +16%
RA
55
RFG Advisory
Alabama
$343K -$24.6K -643 -7%
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$337K -$20.1K -527 -6%
BFC
57
Bedel Financial Consulting
Indiana
$323K -$71.5K -1,870 -19%
BWM
58
BCGM Wealth Management
Indiana
$295K
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$283K -$11.4K -297 -4%
RIS
60
Retirement Income Solutions
Michigan
$276K
AWM
61
AE Wealth Management
Kansas
$271K +$23.9K +624 +11%
MW
62
Marcum Wealth
Ohio
$265K
Morgan Stanley
63
Morgan Stanley
New York
$264K +$123K +3,225 +100%
OWA
64
Outlook Wealth Advisors
Texas
$255K
CFP
65
Cypress Financial Planning
New Jersey
$251K
LAM
66
Lewis Asset Management
California
$242K +$227K +5,926 New
DWMS
67
Dominguez Wealth Management Solutions
Virginia
$241K
SPC
68
Sigma Planning Corp
Michigan
$239K -$61.1K -1,599 -21%
WC
69
Waterloo Capital
Texas
$219K +$205K +5,350 New
SWM
70
Spire Wealth Management
Virginia
$215K +$59.6K +1,558 +43%
PIAS
71
PCA Investment Advisory Services
Ohio
$201K +$188K +4,928 New
SWM
72
Sugarloaf Wealth Management
Georgia
$176K
GTAM
73
Global Trust Asset Management
Florida
$143K
CF
74
Centaurus Financial
California
$142K
JGCM
75
Joseph Group Capital Management
Ohio
$97.4K -$8.03K -210 -8%