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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $234M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
27
Reduced
43
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
51
Firestone Capital Management
Florida
$672K -$4.62K -92 -0.7%
CWM
52
Collaborative Wealth Management
Florida
$654K
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$650K +$34.6K +688 +6%
CPIG
54
Chicago Partners Investment Group
Illinois
$623K
SCA
55
Snowden Capital Advisors
New York
$605K
TC
56
TownSquare Capital
Utah
$602K -$233K -4,632 -28%
AAP
57
Arax Advisory Partners
Colorado
$600K -$2.76K -55 -0.5%
OIA
58
OneDigital Investment Advisors
Kansas
$576K -$74.3K -1,480 -11%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$556K
SPC
60
Sigma Planning Corp
Michigan
$531K -$41.3K -823 -7%
CCAL
61
City Center Advisors LLC
Michigan
$530K -$36.4K -725 -6%
HI
62
Harbour Investments
Wisconsin
$516K -$552 -11 -0.1%
PIAS
63
PCA Investment Advisory Services
Ohio
$513K
OCM
64
Orion Capital Management
California
$500K
CFS
65
CRA Financial Services
New Jersey
$500K -$26.9K -535 -5%
AF
66
Advisornet Financial
Minnesota
$491K +$464K +9,240 +1,727%
CB
67
Chris Bulman
California
$476K -$2.16K -43 -0.5%
CW
68
CreativeOne Wealth
Kansas
$431K -$2.36K -47 -0.5%
TF
69
Trek Financial
Arizona
$422K -$50.2K -1,000 -11%
AGWCA
70
Annis Gardner Whiting Capital Advisors
Florida
$412K
WC
71
Waterloo Capital
Texas
$403K
CF
72
Centaurus Financial
California
$377K -$901K -17,947 -70%
BWM
73
BCS Wealth Management
Tennessee
$367K -$38.6K -767 -10%
BWM
74
BCGM Wealth Management
Indiana
$348K
RIS
75
Retirement Income Solutions
Michigan
$339K