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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.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 64.58%66.4% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.24M)

1% less funds holding

Funds holding: 104103 (-1)

69% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 48

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$266K +$259K +5,671 +13,832%
SWM
77
Spire Wealth Management
Virginia
$242K
FHC
78
First Heartland Consultants
Missouri
$218K +$1.78K +39 +0.8%
KWM
79
KFG Wealth Management
Indiana
$218K -$1K -22 -0.5%
FNWA
80
Financial Network Wealth Advisors
Utah
$206K
CF
81
Centaurus Financial
California
$204K
BPA
82
Beacon Pointe Advisors
California
$201K -$52.6K -1,154 -21%
GTAM
83
Global Trust Asset Management
Florida
$163K
SWM
84
Sugarloaf Wealth Management
Georgia
$163K
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$143K +$140K +3,067 New
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$141K
JGCM
87
Joseph Group Capital Management
Ohio
$107K +$105K +2,296 New
AF
88
Allworth Financial
California
$101K
Morgan Stanley
89
Morgan Stanley
New York
$93.1K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$89.2K +$125K +2,751 New
CPA
91
Clear Point Advisors
New York
$76.8K
IA
92
IFP Advisors
Florida
$76.6K -$226K -4,950 -75%
CA
93
Continuum Advisory
Idaho
$44.6K
PS
94
Principal Securities
Iowa
$42.2K
AF
95
Advisornet Financial
Minnesota
$24.9K
US Bancorp
96
US Bancorp
Minnesota
$23.6K
EWA
97
EverSource Wealth Advisors
Alabama
$18.6K +$18.2K +400 New
CAS
98
Coppell Advisory Solutions
Texas
$14K +$13.8K +302 New
AIC
99
Archer Investment Corporation
Indiana
$11.5K
SPIA
100
Steward Partners Investment Advisory
New York
$11.4K