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Innovator US Equity Buffer ETF January

103 hedge funds and large institutions have $167M invested in Innovator US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
15
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$513K
NFG
52
Nations Financial Group
Iowa
$513K
CCAL
53
City Center Advisors LLC
Michigan
$508K -$30.7K -659 -6%
PIAS
54
PCA Investment Advisory Services
Ohio
$496K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$493K -$129K -2,776 -21%
CFS
56
CRA Financial Services
New Jersey
$488K -$125K -2,675 -20%
HI
57
Harbour Investments
Wisconsin
$474K
UBS Group
58
UBS Group
Switzerland
$442K +$428K +9,202 +3,217%
PWMG
59
Pinnacle Wealth Management Group
Michigan
$412K -$140K -3,000 -25%
TF
60
Trek Financial
Arizona
$394K
BWM
61
BCS Wealth Management
Tennessee
$390K
CFP
62
Cypress Financial Planning
New Jersey
$376K +$96.9K +2,082 +35%
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$361K -$25.5K -548 -7%
AWS
64
Atria Wealth Solutions
New York
$346K -$2.05K -44 -0.6%
BFC
65
Bedel Financial Consulting
Indiana
$344K
KCM
66
Kathmere Capital Management
Pennsylvania
$342K -$63.2K -1,358 -16%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$338K -$149K -3,194 -31%
BWM
68
BCGM Wealth Management
Indiana
$322K -$14K -300 -4%
RIS
69
Retirement Income Solutions
Michigan
$315K
BFA
70
Beacon Financial Advisory
Ohio
$309K -$7.96K -171 -3%
SAM
71
Secure Asset Management
Michigan
$307K
WC
72
Waterloo Capital
Texas
$306K
DI
73
Diligent Investors
California
$287K
LAM
74
Lewis Asset Management
California
$277K +$2.47K +53 +0.9%
DWMS
75
Dominguez Wealth Management Solutions
Virginia
$274K