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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $236M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $213M → $236M (+$22.4M)

5% more funds holding

Funds holding: 105110 (+5)

4.32% more ownership

Funds ownership: 71.72%76.04% (+4.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
28
Reduced
42
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Cypress Financial Planning
New Jersey
$323K -$26.2K -553 -8%
BFC
77
Bedel Financial Consulting
Indiana
$322K -$10.1K -214 -3%
BFA
78
Beacon Financial Advisory
Ohio
$320K
SAM
79
Secure Asset Management
Michigan
$319K
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K -$7.81K -165 -3%
KCM
81
Kathmere Capital Management
Pennsylvania
$310K -$52.2K -1,102 -15%
LAM
82
Lewis Asset Management
California
$309K +$3.65K +77 +1%
PWMG
83
Pinnacle Wealth Management Group
Michigan
$309K
DI
84
Diligent Investors
California
$309K
DWMS
85
Dominguez Wealth Management Solutions
Virginia
$296K
SWP
86
Sagespring Wealth Partners
Tennessee
$286K
OWA
87
Outlook Wealth Advisors
Texas
$265K -$38.7K -818 -13%
Morgan Stanley
88
Morgan Stanley
New York
$263K
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$260K +$263K +5,565 New
RA
90
RFG Advisory
Alabama
$238K -$216K -4,567 -49%
SAG
91
SageView Advisory Group
California
$230K
GS
92
GWN Securities
Florida
$228K -$1.62M -34,196 -88%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$217K
WIA
94
World Investment Advisors
California
$203K +$192K +4,050 New
WTFG
95
Wood Tarver Financial Group
Idaho
$202K
MA
96
Mutual Advisors
Nebraska
$201K +$186K +3,926 New
IA
97
IFP Advisors
Florida
$201K +$50.3K +1,063 +36%
JGCM
98
Joseph Group Capital Management
Ohio
$115K
AF
99
Allworth Financial
California
$107K
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$96.1K -$52.2K -1,102 -37%

BJAN Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q2 2025, worth a combined $236M — up 10% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BJAN positions and 2 closed out — a net gain of 6 holders — while 28 added to existing stakes and 42 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $7.29M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $1.87M.

  • 110 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q2 2025, up from 105 in Q1 2025.
  • Funds reported $236M of Innovator US Equity Buffer ETF January stock for Q2 2025, up 10% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Buffer ETF January positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF January buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $7.29M added.
  • The largest Innovator US Equity Buffer ETF January seller in Q2 2025 was Onyx Bridge Wealth Group, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2025.