BJAN icon

Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
51
CRA Financial Services
New Jersey
$595K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$582K -$545K -12,525 -48%
FFN
53
Focus Financial Network
Minnesota
$558K +$178K +4,190 +47%
NFG
54
Nations Financial Group
Iowa
$555K +$108K +2,480 +24%
CPIG
55
Chicago Partners Investment Group
Illinois
$522K
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$520K +$161K +3,693 +45%
AAP
57
Arax Advisory Partners
Colorado
$517K +$4.31K +99 +0.8%
PWMG
58
Pinnacle Wealth Management Group
Michigan
$516K -$43.5K -1,000 -8%
CCAL
59
City Center Advisors LLC
Michigan
$504K +$504K +11,576 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$492K +$492K +11,310 New
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$480K -$69.1K -1,588 -13%
TC
62
TownSquare Capital
Utah
$479K -$965K -22,173 -67%
HI
63
Harbour Investments
Wisconsin
$468K +$47.9K +1,100 +11%
PIAS
64
PCA Investment Advisory Services
Ohio
$459K +$245K +5,622 +114%
Citadel Advisors
65
Citadel Advisors
Florida
$401K -$202K -4,644 -34%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$384K +$384K +8,813 New
SWP
67
Summit Wealth Partners
Florida
$378K +$378K +8,675 New
TF
68
Trek Financial
Arizona
$369K +$369K +8,469 New
BWM
69
BCS Wealth Management
Tennessee
$366K +$366K +8,408 New
BFC
70
Bedel Financial Consulting
Indiana
$344K
AWS
71
Atria Wealth Solutions
New York
$326K -$202K -4,637 -38%
FCM
72
Firestone Capital Management
Florida
$320K +$320K +7,342 New
BWM
73
BCGM Wealth Management
Indiana
$315K
RIS
74
Retirement Income Solutions
Michigan
$294K
SAM
75
Secure Asset Management
Michigan
$287K +$287K +6,595 New