We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

104 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 106104 (-2)

5.06% less ownership

Funds ownership: 69.64%64.58% (-5.1%)

8% less capital invested

Capital invested by funds: $183M → $168M (-$14.7M)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
16
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Cypress Financial Planning
New Jersey
$270K -$10.3K -236 -4%
LAM
77
Lewis Asset Management
California
$266K -$6.22K -142 -2%
DWMS
78
Dominguez Wealth Management Solutions
Virginia
$266K
Jane Street
79
Jane Street
New York
$251K -$639K -14,591 -72%
BPA
80
Beacon Pointe Advisors
California
$247K -$4.82K -110 -2%
SWM
81
Spire Wealth Management
Virginia
$235K
KWM
82
KFG Wealth Management
Indiana
$212K
FNWA
83
Financial Network Wealth Advisors
Utah
$199K +$194K +4,420 New
CF
84
Centaurus Financial
California
$198K
GTAM
85
Global Trust Asset Management
Florida
$158K
SWM
86
Sugarloaf Wealth Management
Georgia
$158K
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$136K +$132K +3,015 New
AF
88
Allworth Financial
California
$97.9K +$92.9K +2,121 +5,173%
TWP
89
Triad Wealth Partners
Kansas
$96.3K +$93.6K +2,136 New
Morgan Stanley
90
Morgan Stanley
New York
$90.2K -$53.7K -1,225 -38%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$77K
CPA
92
Clear Point Advisors
New York
$74.4K
CA
93
Continuum Advisory
Idaho
$42.3K
PS
94
Principal Securities
Iowa
$40.9K +$3.72K +85 +10%
CB
95
Chris Bulman
California
$32.4K +$31.5K +719 New
AF
96
Advisornet Financial
Minnesota
$24.1K
US Bancorp
97
US Bancorp
Minnesota
$22.8K
UBS Group
98
UBS Group
Switzerland
$12.9K -$30.5K -696 -71%
AIC
99
Archer Investment Corporation
Indiana
$11.2K
LFG
100
Larson Financial Group
Missouri
$11.1K