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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

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.

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.54%
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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$9.41M
2
MW
2
Marcum Wealth
Ohio
$6.44M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.96M
5
PCM
5
Penserra Capital Management
California
$9.02M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.79K
2
TC
2
TownSquare Capital
Utah
$479K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$582K
4
W
4
Wealthquest
Ohio
$0
5
CWM
5
Collaborative Wealth Management
Florida
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
WC
76
Waterloo Capital
Texas
$286K 6,575 +1,225 +23%
CFP
77
Cypress Financial Planning
New Jersey
$271K 6,227 – –
DI
78
Diligent Investors
California
$268K 6,166 +6,166 New
LAM
79
Lewis Asset Management
California
$263K 6,044 +118 +2%
DWMS
80
Dominguez Wealth Management Solutions
Virginia
$257K 5,892 – –
BPA
81
Beacon Pointe Advisors
California
$243K 5,584 +5,584 New
SWM
82
Spire Wealth Management
Virginia
$227K 5,208 – –
AGA
83
Accuvest Global Advisors
Utah
$213K 4,898 +4,898 New
BFA
84
Beacon Financial Advisory
Ohio
$210K 4,815 +4,815 New
KWM
85
KFG Wealth Management
Indiana
$205K 4,703 +4,703 New
FHC
86
First Heartland Consultants
Missouri
$203K 4,651 +4,651 New
CF
87
Centaurus Financial
California
$191K 4,380 +894 +26%
SWM
88
Sugarloaf Wealth Management
Georgia
$152K 3,500 -800 -19%
GTAM
89
Global Trust Asset Management
Florida
$152K 3,500 – –
Morgan Stanley
90
Morgan Stanley
New York
$140K 3,225 -3,225 -50%
JGCM
91
Joseph Group Capital Management
Ohio
$100K 2,296 -89 -4%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$75K 1,716 – –
CPA
93
Clear Point Advisors
New York
$71.8K 1,650 – –
UBS Group
94
UBS Group
Switzerland
$42.8K 982 +982 New
CA
95
Continuum Advisory
Idaho
$41K 939 +939 New
PS
96
Principal Securities
Iowa
$35.8K 822 -62 -7%
AF
97
Advisornet Financial
Minnesota
$23.3K 535 -575 -52%
US Bancorp
98
US Bancorp
Minnesota
$22K 506 -54 -10%
CP
99
Castleview Partners
Texas
$15.2K 348 – –
AIC
100
Archer Investment Corporation
Indiana
$10.8K 248 – –
1 2 3
4
5