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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
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
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K
KCM
77
Kathmere Capital Management
Pennsylvania
$336K
DI
78
Diligent Investors
California
$333K
BFA
79
Beacon Financial Advisory
Ohio
$328K
DWMS
80
Dominguez Wealth Management Solutions
Virginia
$324K
SWP
81
Sagespring Wealth Partners
Tennessee
$313K
SAM
82
Secure Asset Management
Michigan
$308K
CF
83
Centaurus Financial
California
$291K
PWMG
84
Pinnacle Wealth Management Group
Michigan
$273K
JP Morgan Chase
85
JP Morgan Chase
New York
$272K
BRPW
86
Ballast Rock Private Wealth
South Carolina
$265K
RA
87
RFG Advisory
Alabama
$261K
PA
88
Parallel Advisors
California
$251K
WP
89
WealthPLAN Partners
Nebraska
$239K
MSFS
90
Main Street Financial Solutions
Pennsylvania
$238K
CB
91
Chris Bulman
California
$235K
OWA
92
Outlook Wealth Advisors
Texas
$231K
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
CFP
97
Cypress Financial Planning
New Jersey
$204K
SAG
98
SageView Advisory Group
California
$204K
Morgan Stanley
99
Morgan Stanley
New York
$149K
JGCM
100
Joseph Group Capital Management
Ohio
$126K