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Innovator US Equity Buffer ETF January

53 hedge funds and large institutions have $91.8M invested in Innovator US Equity Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5253 (+1)

1.93% less ownership

Funds ownership: 58.47%56.54% (-1.9%)

7% less capital invested

Capital invested by funds: $98.9M → $91.8M (-$7.06M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$10.9M +$3.39M +96,369 +46%
SS
2
Sunbelt Securities
Texas
$10.5M -$919K -26,113 -8%
BMM
3
Berkshire Money Management
Massachusetts
$10.3M +$686K +19,476 +7%
MWM
4
Maltin Wealth Management
New Jersey
$8.96M +$3.52K +100 +0%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.53M -$855K -24,301 -12%
MW
6
Marcum Wealth
Ohio
$6.44M +$99.1K +2,816 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.4M -$251K -7,127 -5%
DFA
8
DHJJ Financial Advisors
Illinois
$3.12M -$22.5K -640 -0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$2.78M +$699K +19,872 +34%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.19M +$7K +199 +0.3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.73M -$71.9K -2,042 -4%
KAS
12
Kestra Advisory Services
Texas
$1.6M -$144K -4,087 -8%
BCM
13
Beck Capital Management
Texas
$1.53M -$8.97K -255 -0.6%
SMC
14
Smith, Moore & Co
Missouri
$1.51M +$122K +3,467 +9%
SC
15
Slow Capital
California
$1.43M +$101K +2,864 +8%
KCM
16
Kathmere Capital Management
Pennsylvania
$1.4M -$29K -823 -2%
CAN
17
Cetera Advisor Networks
California
$1.27M +$113K +3,220 +10%
BA
18
Bellwether Advisors
Nebraska
$1.27M +$75.1K +2,133 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.25M -$3.59K -102 -0.3%
JSL
20
JT Stratford LLC
Georgia
$1.21M -$559K -15,889 -32%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$1.04M
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$749K -$63.1K -1,794 -8%
BPA
23
Beacon Pointe Advisors
California
$734K -$136K -3,876 -16%
SIA
24
Soltis Investment Advisors
Utah
$727K +$36.7K +1,044 +5%
OIA
25
OneDigital Investment Advisors
Kansas
$648K +$637K +18,101 New