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Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $189M invested in Innovator US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 110106 (-4)

11.94% less ownership

Funds ownership: 76.04%64.11% (-12%)

20% less capital invested

Capital invested by funds: $236M → $189M (-$47.3M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

76% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 51

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TownSquare Capital
Utah
$635K
BPA
52
Beacon Pointe Advisors
California
$633K -$89.4K -1,734 -13%
CWM
53
Collaborative Wealth Management
Florida
$632K -$57.4K -1,113 -9%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$560K -$26.1K -506 -5%
PIAS
55
PCA Investment Advisory Services
Ohio
$541K
Citadel Advisors
56
Citadel Advisors
Florida
$541K -$339K -6,565 -39%
HI
57
Harbour Investments
Wisconsin
$540K -$3.92K -76 -0.7%
SPC
58
Sigma Planning Corp
Michigan
$535K -$24.6K -476 -5%
AF
59
Advisornet Financial
Minnesota
$518K
CFS
60
CRA Financial Services
New Jersey
$517K -$10.3K -200 -2%
OCM
61
Orion Capital Management
California
$512K -$15.5K -300 -3%
GS
62
GWN Securities
Florida
$494K +$246K +4,778 +106%
JP Morgan Chase
63
JP Morgan Chase
New York
$480K +$467K +9,046 New
TF
64
Trek Financial
Arizona
$446K
CW
65
CreativeOne Wealth
Kansas
$437K -$17.4K -337 -4%
AGWCA
66
Annis Gardner Whiting Capital Advisors
Florida
$435K
WC
67
Waterloo Capital
Texas
$425K
OIA
68
OneDigital Investment Advisors
Kansas
$417K -$185K -3,589 -31%
WP
69
WealthPLAN Partners
Nebraska
$405K +$394K +7,637 New
CF
70
Centaurus Financial
California
$398K
BWM
71
BCS Wealth Management
Tennessee
$387K
BWM
72
BCGM Wealth Management
Indiana
$367K
RIS
73
Retirement Income Solutions
Michigan
$358K
FF
74
Foronjy Financial
California
$346K +$336K +6,522 New
BFC
75
Bedel Financial Consulting
Indiana
$340K