We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $121M → $183M (+$61.6M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 88106 (+18)

2.66% more ownership

Funds ownership: 66.98%69.64% (+2.7%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Waterloo Capital
Texas
$286K +$51.7K +1,225 +23%
CFP
77
Cypress Financial Planning
New Jersey
$271K
DI
78
Diligent Investors
California
$268K +$260K +6,166 New
LAM
79
Lewis Asset Management
California
$263K +$4.98K +118 +2%
DWMS
80
Dominguez Wealth Management Solutions
Virginia
$257K
BPA
81
Beacon Pointe Advisors
California
$243K +$236K +5,584 New
SWM
82
Spire Wealth Management
Virginia
$227K
AGA
83
Accuvest Global Advisors
Utah
$213K +$207K +4,898 New
BFA
84
Beacon Financial Advisory
Ohio
$210K +$203K +4,815 New
KWM
85
KFG Wealth Management
Indiana
$205K +$198K +4,703 New
FHC
86
First Heartland Consultants
Missouri
$203K +$196K +4,651 New
CF
87
Centaurus Financial
California
$191K +$37.7K +894 +26%
SWM
88
Sugarloaf Wealth Management
Georgia
$152K -$33.8K -800 -19%
GTAM
89
Global Trust Asset Management
Florida
$152K
Morgan Stanley
90
Morgan Stanley
New York
$140K -$136K -3,225 -50%
JGCM
91
Joseph Group Capital Management
Ohio
$100K -$3.76K -89 -4%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$75K
CPA
93
Clear Point Advisors
New York
$71.8K
UBS Group
94
UBS Group
Switzerland
$42.8K +$41.4K +982 New
CA
95
Continuum Advisory
Idaho
$41K +$39.6K +939 New
PS
96
Principal Securities
Iowa
$35.8K -$2.62K -62 -7%
AF
97
Advisornet Financial
Minnesota
$23.3K -$24.3K -575 -52%
US Bancorp
98
US Bancorp
Minnesota
$22K -$2.28K -54 -10%
CP
99
Castleview Partners
Texas
$15.2K
AIC
100
Archer Investment Corporation
Indiana
$10.8K