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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.

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.51%
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 Market Value Shares Shares
Change
Shares
Change %
CFP
76
Cypress Financial Planning
New Jersey
$270K 5,991 -236 -4%
LAM
77
Lewis Asset Management
California
$266K 5,902 -142 -2%
DWMS
78
Dominguez Wealth Management Solutions
Virginia
$266K 5,892
Jane Street
79
Jane Street
New York
$251K 5,574 -14,591 -72%
BPA
80
Beacon Pointe Advisors
California
$247K 5,474 -110 -2%
SWM
81
Spire Wealth Management
Virginia
$235K 5,208
KWM
82
KFG Wealth Management
Indiana
$212K 4,703
FNWA
83
Financial Network Wealth Advisors
Utah
$199K 4,420 +4,420 New
CF
84
Centaurus Financial
California
$198K 4,380
SWM
85
Sugarloaf Wealth Management
Georgia
$158K 3,500
GTAM
86
Global Trust Asset Management
Florida
$158K 3,500
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$136K 3,015 +3,015 New
AF
88
Allworth Financial
California
$97.9K 2,162 +2,121 +5,173%
TWP
89
Triad Wealth Partners
Kansas
$96.3K 2,136 +2,136 New
Morgan Stanley
90
Morgan Stanley
New York
$90.2K 2,000 -1,225 -38%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$77K 1,716
CPA
92
Clear Point Advisors
New York
$74.4K 1,650
CA
93
Continuum Advisory
Idaho
$42.3K 939
PS
94
Principal Securities
Iowa
$40.9K 907 +85 +10%
CB
95
Chris Bulman
California
$32.4K 719 +719 New
AF
96
Advisornet Financial
Minnesota
$24.1K 535
US Bancorp
97
US Bancorp
Minnesota
$22.8K 506
UBS Group
98
UBS Group
Switzerland
$12.9K 286 -696 -71%
AIC
99
Archer Investment Corporation
Indiana
$11.2K 248
LFG
100
Larson Financial Group
Missouri
$11.1K 246