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Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $207M invested in Innovator US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $189M → $207M (+$18.8M)

9.05% more ownership

Funds ownership: 64.11%73.16% (+9.1%)

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 45

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$619K +$605K +11,250 New
FF
52
Foronjy Financial
California
$595K +$230K +4,284 +66%
RWM
53
RMG Wealth Management
Wisconsin
$594K +$751K +13,967 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$581K
MFG
55
Merit Financial Group
Georgia
$567K +$554K +10,301 New
SPC
56
Sigma Planning Corp
Michigan
$559K -$7.36K -137 -1%
PIAS
57
PCA Investment Advisory Services
Ohio
$557K -$5.38K -100 -1%
AF
58
Advisornet Financial
Minnesota
$538K
OCM
59
Orion Capital Management
California
$532K
WIM
60
WealthPlan Investment Management
Nebraska
$528K -$353K -6,560 -41%
CWM
61
Collaborative Wealth Management
Florida
$512K -$140K -2,611 -22%
CFS
62
CRA Financial Services
New Jersey
$465K -$69.8K -1,299 -13%
TF
63
Trek Financial
Arizona
$463K
SB
64
Strategic Blueprint
Georgia
$462K -$1.48M -27,483 -77%
CW
65
CreativeOne Wealth
Kansas
$455K +$484 +9 +0.1%
AGWCA
66
Annis Gardner Whiting Capital Advisors
Florida
$451K
WC
67
Waterloo Capital
Texas
$441K
OIA
68
OneDigital Investment Advisors
Kansas
$433K
GS
69
GTS Securities
New York
$421K +$411K +7,640 New
BWM
70
BCGM Wealth Management
Indiana
$381K
RIS
71
Retirement Income Solutions
Michigan
$372K
ACM
72
AlphaStar Capital Management
North Carolina
$371K +$362K +6,742 New
TWM
73
TopTier Wealth Management
Wisconsin
$360K +$351K +6,531 New
BFC
74
Bedel Financial Consulting
Indiana
$353K
LAM
75
Lewis Asset Management
California
$348K +$5.21K +97 +2%