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Innovator US Equity Buffer ETF January

52 hedge funds and large institutions have $98.9M invested in Innovator US Equity Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

84% more capital invested

Capital invested by funds: $53.6M → $98.9M (+$45.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 4452 (+8)

5.32% more ownership

Funds ownership: 53.15%58.47% (+5.3%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
24
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1
Sunbelt Securities
Texas
$10.9M +$858K +25,748 +9%
PCS
2
Personal CFO Solutions
New Jersey
$9.54M +$9.31M +279,349 New
BMM
3
Berkshire Money Management
Massachusetts
$9.17M +$771K +23,137 +9%
MWM
4
Maltin Wealth Management
New Jersey
$8.54M -$384K -11,532 -4%
W
5
Wealthquest
Ohio
$7.11M +$4.16M +124,792 +149%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.06M +$3.36M +100,766 +95%
MW
7
Marcum Wealth
Ohio
$6.04M +$5.9M +176,931 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.39M +$2.19M +65,760 +71%
AA
9
Advisory Alpha
Michigan
$3.26M +$3.18M +95,411 New
DFA
10
DHJJ Financial Advisors
Illinois
$3M +$211K +6,325 +8%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.08M +$1.57M +47,082 +338%
Citadel Advisors
12
Citadel Advisors
Florida
$1.97M +$1.59M +47,651 +475%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.06M +31,755 +171%
JSL
14
JT Stratford LLC
Georgia
$1.69M +$1.12M +33,494 +209%
KAS
15
Kestra Advisory Services
Texas
$1.66M -$64.6K -1,938 -4%
BCM
16
Beck Capital Management
Texas
$1.47M +$128K +3,835 +10%
KCM
17
Kathmere Capital Management
Pennsylvania
$1.36M +$403K +12,094 +44%
SMC
18
Smith, Moore & Co
Missouri
$1.32M +$1.29M +38,757 New
SC
19
Slow Capital
California
$1.26M +$108K +3,237 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.19M -$354K -10,612 -23%
BA
21
Bellwether Advisors
Nebraska
$1.13M +$1.03M +30,862 +1,299%
CAN
22
Cetera Advisor Networks
California
$1.1M +$443K +13,283 +70%
VBFP
23
Valtinson Bruner Financial Planning
Minnesota
$1.01M -$333 -10 -0%
OMC
24
Old Mission Capital
Illinois
$966K +$942K +28,284 New
BPA
25
Beacon Pointe Advisors
California
$834K +$315K +9,456 +63%