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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $213M invested in Innovator US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

38% more capital invested

Capital invested by funds: $155M → $213M (+$58.7M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7.63% more ownership

Funds ownership: 64.1%71.72% (+7.6%)

0% more funds holding

Funds holding: 105105 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Collaborative Wealth Management
Florida
$607K -$40K -832 -6%
OIA
52
OneDigital Investment Advisors
Kansas
$603K -$6.64K -138 -1%
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$572K +$4.81K +100 +0.8%
CPIG
54
Chicago Partners Investment Group
Illinois
$569K
OMC
55
Old Mission Capital
Illinois
$567K +$585K +12,161 New
SCA
56
Snowden Capital Advisors
New York
$562K
AAP
57
Arax Advisory Partners
Colorado
$559K -$9.19K -191 -2%
SPC
58
Sigma Planning Corp
Michigan
$531K -$49.3K -1,024 -8%
CCAL
59
City Center Advisors LLC
Michigan
$526K +$19.1K +397 +4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$516K +$22.8K +475 +4%
CFS
61
CRA Financial Services
New Jersey
$489K
HI
62
Harbour Investments
Wisconsin
$479K +$10.1K +210 +2%
MHS
63
M Holdings Securities
Oregon
$477K +$492K +10,232 New
PIAS
64
PCA Investment Advisory Services
Ohio
$476K +$4.33K +90 +0.9%
OCM
65
Orion Capital Management
California
$464K -$150K -3,126 -24%
CB
66
Chris Bulman
California
$444K +$458K +9,530 New
TF
67
Trek Financial
Arizona
$439K +$116K +2,422 +35%
RA
68
RFG Advisory
Alabama
$434K -$142K -2,957 -24%
CW
69
CreativeOne Wealth
Kansas
$402K +$74.3K +1,545 +22%
AGWCA
70
Annis Gardner Whiting Capital Advisors
Florida
$382K +$394K +8,200 New
BWM
71
BCS Wealth Management
Tennessee
$376K +$4.09K +85 +1%
WC
72
Waterloo Capital
Texas
$374K +$69.3K +1,440 +22%
KCM
73
Kathmere Capital Management
Pennsylvania
$339K
CFP
74
Cypress Financial Planning
New Jersey
$326K -$52.5K -1,092 -14%
BWM
75
BCGM Wealth Management
Indiana
$323K