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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 103105 (+2)

2.31% less ownership

Funds ownership: 66.4%64.1% (-2.3%)

7% less capital invested

Capital invested by funds: $167M → $155M (-$12.1M)

50% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 40

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$578K +$12.3K +261 +2%
CCAL
52
City Center Advisors LLC
Michigan
$522K -$1.47K -31 -0.3%
BPA
53
Beacon Pointe Advisors
California
$518K +$307K +6,489 +150%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$508K
CFS
55
CRA Financial Services
New Jersey
$503K
PIAS
56
PCA Investment Advisory Services
Ohio
$485K -$25K -529 -5%
HI
57
Harbour Investments
Wisconsin
$483K -$5.77K -122 -1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$423K +$74.2K +1,569 +22%
CFP
59
Cypress Financial Planning
New Jersey
$387K
BWM
60
BCS Wealth Management
Tennessee
$383K -$18.7K -395 -5%
Citadel Advisors
61
Citadel Advisors
Florida
$367K -$252K -5,337 -41%
BFC
62
Bedel Financial Consulting
Indiana
$361K
KCM
63
Kathmere Capital Management
Pennsylvania
$349K -$3.4K -72 -1%
CW
64
CreativeOne Wealth
Kansas
$340K +$335K +7,086 New
TF
65
Trek Financial
Arizona
$335K -$70K -1,480 -17%
BWM
66
BCGM Wealth Management
Indiana
$332K
RIS
67
Retirement Income Solutions
Michigan
$324K
BFA
68
Beacon Financial Advisory
Ohio
$324K +$4.96K +105 +2%
WC
69
Waterloo Capital
Texas
$315K
VFPW
70
Vantage Financial Partners (Wisconsin)
Wisconsin
$312K -$59.1K -1,249 -16%
SAM
71
Secure Asset Management
Michigan
$304K -$11.8K -250 -4%
PWMG
72
Pinnacle Wealth Management Group
Michigan
$295K -$128K -2,700 -31%
DI
73
Diligent Investors
California
$295K -$946 -20 -0.3%
LAM
74
Lewis Asset Management
California
$286K +$898 +19 +0.3%
DWMS
75
Dominguez Wealth Management Solutions
Virginia
$283K