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Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $94.9M → $121M (+$26.4M)

7% more funds holding

Funds holding: 8288 (+6)

3.22% more ownership

Funds ownership: 63.76%66.98% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
17
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$70K
CPA
77
Clear Point Advisors
New York
$67.4K +$63.1K +1,650 New
AF
78
Advisornet Financial
Minnesota
$45.4K -$34.8K -910 -45%
PS
79
Principal Securities
Iowa
$36.1K +$33.8K +884 New
ASN
80
Advisory Services Network
Georgia
$26.4K +$24.7K +645 New
US Bancorp
81
US Bancorp
Minnesota
$22.9K +$2.06K +54 +11%
CP
82
Castleview Partners
Texas
$14.2K +$13.3K +348 New
AIC
83
Archer Investment Corporation
Indiana
$10.1K
LFG
84
Larson Financial Group
Missouri
$10.1K
CJ
85
Caitlin John
Michigan
$7.84K +$7.34K +192 New
AF
86
Allworth Financial
California
$7.39K
CIA
87
Cape Investment Advisory
Georgia
$4.09K
LIWM
88
Long Island Wealth Management
New York
$4K +$3.71K +97 New
OMC
89
Old Mission Capital
Illinois
-$1.51M -41,145 Closed
AGA
90
Accuvest Global Advisors
Utah
-$569K -15,500 Closed
BPA
91
Beacon Pointe Advisors
California
-$309K -8,412 Closed
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
-$28K -753 Closed
UBS Group
93
UBS Group
Switzerland
-$24.1K -655 Closed
Bank of America
94
Bank of America
North Carolina
-$184 -5 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
-$110 -3 Closed