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Innovator US Equity Buffer ETF January

44 hedge funds and large institutions have $53.6M invested in Innovator US Equity Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more funds holding

Funds holding: 3644 (+8)

0.94% less ownership

Funds ownership: 54.1%53.15% (-0.94%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less capital invested

Capital invested by funds: $81.1M → $53.6M (-$27.5M)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
10
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1
Sunbelt Securities
Texas
$9.65M -$2.26M -71,874 -20%
MWM
2
Maltin Wealth Management
New Jersey
$8.57M -$330K -10,486 -4%
BMM
3
Berkshire Money Management
Massachusetts
$8.04M -$3.65M -115,943 -32%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.47M +$1.51M +47,950 +83%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.02M -$6.83M -216,893 -70%
W
6
Wealthquest
Ohio
$2.73M +$2.63M +83,504 New
DFA
7
DHJJ Financial Advisors
Illinois
$2.67M +$2.56M +81,400 New
KAS
8
Kestra Advisory Services
Texas
$1.65M +$68.5K +2,176 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.49M +$255K +8,117 +22%
BCM
10
Beck Capital Management
Texas
$1.29M -$40.9K -1,300 -3%
SC
11
Slow Capital
California
$1.1M +$1.06M +33,743 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.01M +$968K +30,757 New
VBFP
13
Valtinson Bruner Financial Planning
Minnesota
$950K +$231K +7,355 +34%
KCM
14
Kathmere Capital Management
Pennsylvania
$908K
CAN
15
Cetera Advisor Networks
California
$618K -$8.28K -263 -1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$608K +$56.7K +1,801 +11%
SIA
17
Soltis Investment Advisors
Utah
$607K +$83.9K +2,666 +17%
AIA
18
Alera Investment Advisors
Illinois
$550K
JSL
19
JT Stratford LLC
Georgia
$525K +$504K +16,025 New
BPA
20
Beacon Pointe Advisors
California
$489K +$22.6K +719 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$456K -$54.7K -1,737 -11%
Citadel Advisors
22
Citadel Advisors
Florida
$329K +$316K +10,040 New
RTS
23
Round Table Services
New Jersey
$319K -$5.13M -163,000 -94%
AAP
24
Arax Advisory Partners
Colorado
$305K +$50.4K +1,600 +21%
NFG
25
Nations Financial Group
Iowa
$302K +$290K +9,210 New