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Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $207M invested in Innovator US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $189M → $207M (+$18.8M)

9.05% more ownership

Funds ownership: 64.11%73.16% (+9.1%)

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 45

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$8.81K -164 -3%
KCM
77
Kathmere Capital Management
Pennsylvania
$336K -$3.82K -71 -1%
DI
78
Diligent Investors
California
$333K -$4.62K -86 -1%
BFA
79
Beacon Financial Advisory
Ohio
$328K -$16.9K -315 -5%
DWMS
80
Dominguez Wealth Management Solutions
Virginia
$324K
SWP
81
Sagespring Wealth Partners
Tennessee
$313K
SAM
82
Secure Asset Management
Michigan
$308K -$40.1K -747 -12%
CF
83
Centaurus Financial
California
$291K -$119K -2,222 -30%
PWMG
84
Pinnacle Wealth Management Group
Michigan
$273K -$32.2K -600 -11%
JP Morgan Chase
85
JP Morgan Chase
New York
$272K -$220K -4,100 -45%
BRPW
86
Ballast Rock Private Wealth
South Carolina
$265K +$258K +4,808 New
RA
87
RFG Advisory
Alabama
$261K
PA
88
Parallel Advisors
California
$251K +$245K +4,557 New
WP
89
WealthPLAN Partners
Nebraska
$239K -$177K -3,288 -43%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$238K
CB
91
Chris Bulman
California
$235K +$229K +4,263 New
OWA
92
Outlook Wealth Advisors
Texas
$231K -$58K -1,080 -20%
WTFG
93
Wood Tarver Financial Group
Idaho
$221K
MA
94
Mutual Advisors
Nebraska
$216K
IA
95
IFP Advisors
Florida
$215K
AFP
96
Ausdal Financial Partners
Iowa
$205K +$200K +3,726 New
CFP
97
Cypress Financial Planning
New Jersey
$204K -$140K -2,607 -41%
SAG
98
SageView Advisory Group
California
$204K -$41.7K -775 -17%
Morgan Stanley
99
Morgan Stanley
New York
$149K -$9.51K -177 -6%
JGCM
100
Joseph Group Capital Management
Ohio
$126K