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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 43

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
51
Firestone Capital Management
Florida
$672K
CWM
52
Collaborative Wealth Management
Florida
$654K
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$650K
CPIG
54
Chicago Partners Investment Group
Illinois
$623K
SCA
55
Snowden Capital Advisors
New York
$605K
TC
56
TownSquare Capital
Utah
$602K
AAP
57
Arax Advisory Partners
Colorado
$600K
OIA
58
OneDigital Investment Advisors
Kansas
$576K
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$556K
SPC
60
Sigma Planning Corp
Michigan
$531K
CCAL
61
City Center Advisors LLC
Michigan
$530K
HI
62
Harbour Investments
Wisconsin
$516K
PIAS
63
PCA Investment Advisory Services
Ohio
$513K
OCM
64
Orion Capital Management
California
$500K
CFS
65
CRA Financial Services
New Jersey
$500K
AF
66
Advisornet Financial
Minnesota
$491K
CB
67
Chris Bulman
California
$476K
CW
68
CreativeOne Wealth
Kansas
$431K
TF
69
Trek Financial
Arizona
$422K
AGWCA
70
Annis Gardner Whiting Capital Advisors
Florida
$412K
WC
71
Waterloo Capital
Texas
$403K
CF
72
Centaurus Financial
California
$377K
BWM
73
BCS Wealth Management
Tennessee
$367K
BWM
74
BCGM Wealth Management
Indiana
$348K
RIS
75
Retirement Income Solutions
Michigan
$339K