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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

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 1 closing their positions.

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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$32.9M
3
BCM
3
Brookstone Capital Management
Illinois
$25.7M
4
GI
4
Gradient Investments
Minnesota
$1.4M
5
SS
5
Sunbelt Securities
Texas
$905K

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$4.74M
2
GS
2
GWN Securities
Florida
$228K
3
PCM
3
Penserra Capital Management
California
$17.4M
4
CF
4
Centaurus Financial
California
$377K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
CFP
76
Cypress Financial Planning
New Jersey
$323K 6,428 -553 -8%
BFC
77
Bedel Financial Consulting
Indiana
$322K 6,420 -214 -3%
BFA
78
Beacon Financial Advisory
Ohio
$320K 6,367 – –
SAM
79
Secure Asset Management
Michigan
$319K 6,345 – –
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K 6,274 -165 -3%
KCM
81
Kathmere Capital Management
Pennsylvania
$310K 6,174 -1,102 -15%
LAM
82
Lewis Asset Management
California
$309K 6,154 +77 +1%
PWMG
83
Pinnacle Wealth Management Group
Michigan
$309K 6,150 – –
DI
84
Diligent Investors
California
$309K 6,146 – –
DWMS
85
Dominguez Wealth Management Solutions
Virginia
$296K 5,892 – –
SWP
86
Sagespring Wealth Partners
Tennessee
$286K 5,690 – –
OWA
87
Outlook Wealth Advisors
Texas
$265K 5,269 -818 -13%
Morgan Stanley
88
Morgan Stanley
New York
$263K 5,241 – –
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$260K 5,565 +5,565 New
RA
90
RFG Advisory
Alabama
$238K 4,743 -4,567 -49%
SAG
91
SageView Advisory Group
California
$230K 4,475 – –
GS
92
GWN Securities
Florida
$228K 4,525 -34,196 -88%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$217K 4,330 – –
WIA
94
World Investment Advisors
California
$203K 4,050 +4,050 New
WTFG
95
Wood Tarver Financial Group
Idaho
$202K 4,026 – –
MA
96
Mutual Advisors
Nebraska
$201K 3,926 +3,926 New
IA
97
IFP Advisors
Florida
$201K 4,007 +1,063 +36%
JGCM
98
Joseph Group Capital Management
Ohio
$115K 2,296 – –
AF
99
Allworth Financial
California
$107K 2,121 – –
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$96.1K 1,913 -1,102 -37%
1 2 3
4
5