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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $213M invested in Innovator US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

38% more capital invested

Capital invested by funds: $155M → $213M (+$58.7M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7.63% more ownership

Funds ownership: 64.1%71.72% (+7.6%)

0% more funds holding

Funds holding: 105105 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
76
Retirement Income Solutions
Michigan
$315K
BFC
77
Bedel Financial Consulting
Indiana
$309K -$36.1K -750 -10%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$300K -$3.03K -63 -1%
BFA
79
Beacon Financial Advisory
Ohio
$297K -$18.4K -382 -6%
SAM
80
Secure Asset Management
Michigan
$296K
PWMG
81
Pinnacle Wealth Management Group
Michigan
$287K
DI
82
Diligent Investors
California
$287K
OWA
83
Outlook Wealth Advisors
Texas
$284K +$88.3K +1,836 +43%
LAM
84
Lewis Asset Management
California
$283K +$4.95K +103 +2%
DWMS
85
Dominguez Wealth Management Solutions
Virginia
$275K
SWP
86
Sagespring Wealth Partners
Tennessee
$265K +$274K +5,690 New
Morgan Stanley
87
Morgan Stanley
New York
$244K +$121K +2,507 +92%
WCG
88
Weaver Consulting Group
California
$222K +$229K +4,765 New
SAG
89
SageView Advisory Group
California
$209K
MSFS
90
Main Street Financial Solutions
Pennsylvania
$202K +$208K +4,330 New
WTFG
91
Wood Tarver Financial Group
Idaho
$188K +$818 +17 +0.4%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$141K
IA
93
IFP Advisors
Florida
$137K +$62.5K +1,300 +79%
AWM
94
AE Wealth Management
Kansas
$119K -$25.2K -523 -17%
JGCM
95
Joseph Group Capital Management
Ohio
$107K
AF
96
Allworth Financial
California
$97.2K -$1.97K -41 -2%
PS
97
Principal Securities
Iowa
$60.2K
WA
98
Whipplewood Advisors
Colorado
$55K -$32.9K -685 -58%
CA
99
Continuum Advisory
Idaho
$43.8K
AF
100
Advisornet Financial
Minnesota
$24.9K