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Innovator US Equity Buffer ETF January

104 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 106104 (-2)

5.06% less ownership

Funds ownership: 69.64%64.58% (-5.1%)

8% less capital invested

Capital invested by funds: $183M → $168M (-$14.7M)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
16
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
51
Pinnacle Wealth Management Group
Michigan
$534K
CCAL
52
City Center Advisors LLC
Michigan
$504K
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$497K
NFG
54
Nations Financial Group
Iowa
$496K -$75.7K -1,728 -14%
TC
55
TownSquare Capital
Utah
$485K -$10.4K -238 -2%
PIAS
56
PCA Investment Advisory Services
Ohio
$480K +$4.38K +100 +0.9%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$471K +$71.9K +1,640 +19%
HI
58
Harbour Investments
Wisconsin
$459K -$25K -571 -5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$456K -$52.2K -1,191 -11%
BCM
60
Brookstone Capital Management
Illinois
$441K -$9.05M -206,534 -96%
Citadel Advisors
61
Citadel Advisors
Florida
$415K -$175 -4 -0%
KCM
62
Kathmere Capital Management
Pennsylvania
$393K -$603K -13,771 -61%
TF
63
Trek Financial
Arizona
$382K
BWM
64
BCS Wealth Management
Tennessee
$378K -$1.36K -31 -0.4%
VFPW
65
Vantage Financial Partners (Wisconsin)
Wisconsin
$374K -$160K -3,652 -31%
AWS
66
Atria Wealth Solutions
New York
$337K
BFC
67
Bedel Financial Consulting
Indiana
$333K -$22.8K -520 -7%
BWM
68
BCGM Wealth Management
Indiana
$326K
SWP
69
Summit Wealth Partners
Florida
$324K -$65.4K -1,492 -17%
BFA
70
Beacon Financial Advisory
Ohio
$307K +$87.6K +2,000 +42%
RIS
71
Retirement Income Solutions
Michigan
$305K
SAM
72
Secure Asset Management
Michigan
$297K
IA
73
IFP Advisors
Florida
$297K -$542K -12,362 -65%
WC
74
Waterloo Capital
Texas
$297K
DI
75
Diligent Investors
California
$278K