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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $234M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 43

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Cypress Financial Planning
New Jersey
$323K
BFC
77
Bedel Financial Consulting
Indiana
$322K
BFA
78
Beacon Financial Advisory
Ohio
$320K
SAM
79
Secure Asset Management
Michigan
$319K
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K
KCM
81
Kathmere Capital Management
Pennsylvania
$310K
LAM
82
Lewis Asset Management
California
$309K
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
Morgan Stanley
88
Morgan Stanley
New York
$263K
OLVIG
89
Oliver Lagore Vanvalin Investment Group
Michigan
$260K
RA
90
RFG Advisory
Alabama
$238K
SAG
91
SageView Advisory Group
California
$230K
GS
92
GWN Securities
Florida
$228K
MSFS
93
Main Street Financial Solutions
Pennsylvania
$217K
WIA
94
World Investment Advisors
California
$203K
WTFG
95
Wood Tarver Financial Group
Idaho
$202K
MA
96
Mutual Advisors
Nebraska
$201K
IA
97
IFP Advisors
Florida
$201K
JGCM
98
Joseph Group Capital Management
Ohio
$115K
AF
99
Allworth Financial
California
$107K
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$96.1K