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Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $189M invested in Innovator US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 110106 (-4)

11.94% less ownership

Funds ownership: 76.04%64.11% (-12%)

20% less capital invested

Capital invested by funds: $236M → $189M (-$47.3M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

76% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 51

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Secure Asset Management
Michigan
$337K
CFP
77
Cypress Financial Planning
New Jersey
$335K -$5.78K -112 -2%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$333K
BFA
79
Beacon Financial Advisory
Ohio
$332K -$5.16K -100 -2%
LAM
80
Lewis Asset Management
California
$330K +$3.87K +75 +1%
KCM
81
Kathmere Capital Management
Pennsylvania
$327K -$413 -8 -0.1%
DI
82
Diligent Investors
California
$325K -$516 -10 -0.2%
DWMS
83
Dominguez Wealth Management Solutions
Virginia
$312K
SWP
84
Sagespring Wealth Partners
Tennessee
$302K
PWMG
85
Pinnacle Wealth Management Group
Michigan
$294K -$31K -600 -10%
OWA
86
Outlook Wealth Advisors
Texas
$279K
RA
87
RFG Advisory
Alabama
$251K
SAG
88
SageView Advisory Group
California
$237K
MSFS
89
Main Street Financial Solutions
Pennsylvania
$230K
WIA
90
World Investment Advisors
California
$215K
WTFG
91
Wood Tarver Financial Group
Idaho
$213K
MA
92
Mutual Advisors
Nebraska
$210K
IA
93
IFP Advisors
Florida
$207K -$4.95K -96 -2%
Morgan Stanley
94
Morgan Stanley
New York
$153K -$121K -2,351 -45%
JGCM
95
Joseph Group Capital Management
Ohio
$122K
AF
96
Allworth Financial
California
$112K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$101K
AWM
98
AE Wealth Management
Kansas
$98.3K -$619 -12 -0.6%
PS
99
Principal Securities
Iowa
$92.6K -$6.19K -120 -6%
WA
100
Whipplewood Advisors
Colorado
$62.6K