BJAN icon

Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $206M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
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
FF
51
Foronjy Financial
California
$595K
RWM
52
RMG Wealth Management
Wisconsin
$594K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$581K
MFG
54
Merit Financial Group
Georgia
$567K
SPC
55
Sigma Planning Corp
Michigan
$559K
PIAS
56
PCA Investment Advisory Services
Ohio
$557K
AF
57
Advisornet Financial
Minnesota
$538K
OCM
58
Orion Capital Management
California
$532K
WIM
59
WealthPlan Investment Management
Nebraska
$528K
CWM
60
Collaborative Wealth Management
Florida
$512K
CFS
61
CRA Financial Services
New Jersey
$465K
TF
62
Trek Financial
Arizona
$463K
SB
63
Strategic Blueprint
Georgia
$462K
CW
64
CreativeOne Wealth
Kansas
$455K
AGWCA
65
Annis Gardner Whiting Capital Advisors
Florida
$451K
WC
66
Waterloo Capital
Texas
$441K
OIA
67
OneDigital Investment Advisors
Kansas
$433K
GS
68
GTS Securities
New York
$421K
BWM
69
BCGM Wealth Management
Indiana
$381K
RIS
70
Retirement Income Solutions
Michigan
$372K
ACM
71
AlphaStar Capital Management
North Carolina
$371K
TWM
72
TopTier Wealth Management
Wisconsin
$360K
BFC
73
Bedel Financial Consulting
Indiana
$353K
LAM
74
Lewis Asset Management
California
$348K
VFPW
75
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K