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Innovator US Equity Buffer ETF January

103 hedge funds and large institutions have $167M invested in Innovator US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
15
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$266K 5,712 +5,671 +13,832%
SWM
77
Spire Wealth Management
Virginia
$242K 5,208
FHC
78
First Heartland Consultants
Missouri
$218K 4,690 +39 +0.8%
KWM
79
KFG Wealth Management
Indiana
$218K 4,681 -22 -0.5%
FNWA
80
Financial Network Wealth Advisors
Utah
$206K 4,420
CF
81
Centaurus Financial
California
$204K 4,380
BPA
82
Beacon Pointe Advisors
California
$201K 4,320 -1,154 -21%
SWM
83
Sugarloaf Wealth Management
Georgia
$163K 3,500
GTAM
84
Global Trust Asset Management
Florida
$163K 3,500
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$143K 3,067 +3,067 New
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$141K 3,015
JGCM
87
Joseph Group Capital Management
Ohio
$107K 2,296 +2,296 New
AF
88
Allworth Financial
California
$101K 2,162
Morgan Stanley
89
Morgan Stanley
New York
$93.1K 2,000
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$89.2K 2,751 +2,751 New
CPA
91
Clear Point Advisors
New York
$76.8K 1,650
IA
92
IFP Advisors
Florida
$76.6K 1,644 -4,950 -75%
CA
93
Continuum Advisory
Idaho
$44.6K 939
PS
94
Principal Securities
Iowa
$42.2K 907
AF
95
Advisornet Financial
Minnesota
$24.9K 535
US Bancorp
96
US Bancorp
Minnesota
$23.6K 506
EWA
97
EverSource Wealth Advisors
Alabama
$18.6K 400 +400 New
CAS
98
Coppell Advisory Solutions
Texas
$14K 302 +302 New
AIC
99
Archer Investment Corporation
Indiana
$11.5K 248
SPIA
100
Steward Partners Investment Advisory
New York
$11.4K 244