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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.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 64.58%66.4% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.24M)

1% less funds holding

Funds holding: 104103 (-1)

69% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 48

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
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
Change in
Stake
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$513K
NFG
52
Nations Financial Group
Iowa
$513K
CCAL
53
City Center Advisors LLC
Michigan
$508K -$30K -659 -6%
PIAS
54
PCA Investment Advisory Services
Ohio
$496K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$493K -$127K -2,776 -21%
CFS
56
CRA Financial Services
New Jersey
$488K -$122K -2,675 -20%
HI
57
Harbour Investments
Wisconsin
$474K
UBS Group
58
UBS Group
Switzerland
$442K +$419K +9,202 +3,217%
PWMG
59
Pinnacle Wealth Management Group
Michigan
$412K -$137K -3,000 -25%
TF
60
Trek Financial
Arizona
$394K
BWM
61
BCS Wealth Management
Tennessee
$390K
CFP
62
Cypress Financial Planning
New Jersey
$376K +$94.9K +2,082 +35%
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$361K -$25K -548 -7%
AWS
64
Atria Wealth Solutions
New York
$346K -$2.01K -44 -0.6%
BFC
65
Bedel Financial Consulting
Indiana
$344K
KCM
66
Kathmere Capital Management
Pennsylvania
$342K -$61.9K -1,358 -16%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$338K -$146K -3,194 -31%
BWM
68
BCGM Wealth Management
Indiana
$322K -$13.7K -300 -4%
RIS
69
Retirement Income Solutions
Michigan
$315K
BFA
70
Beacon Financial Advisory
Ohio
$309K -$7.79K -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 +$2.42K +53 +0.9%
DWMS
75
Dominguez Wealth Management Solutions
Virginia
$274K