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Innovator US Equity Buffer ETF January

54 hedge funds and large institutions have $87.3M invested in Innovator US Equity Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 5354 (+1)

1.8% more ownership

Funds ownership: 56.54%58.34% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $91.8M → $87.3M (-$4.56M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
10
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$14.1M +$3.17M +87,642 +29%
BMM
2
Berkshire Money Management
Massachusetts
$10.6M +$233K +6,431 +2%
SS
3
Sunbelt Securities
Texas
$10.5M
MWM
4
Maltin Wealth Management
New Jersey
$8.83M -$196K -5,399 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.68M +$249K +6,881 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.62M -$958K -26,456 -15%
DFA
7
DHJJ Financial Advisors
Illinois
$3.14M
HighTower Advisors
8
HighTower Advisors
Illinois
$2.2M -$2.72K -75 -0.1%
SB
9
Strategic Blueprint
Georgia
$1.98M +$1.4M +38,585 +235%
SC
10
Slow Capital
California
$1.56M +$127K +3,509 +9%
SMC
11
Smith, Moore & Co
Missouri
$1.56M +$36.7K +1,012 +2%
OMC
12
Old Mission Capital
Illinois
$1.53M +$986K +27,237 +179%
BCM
13
Beck Capital Management
Texas
$1.52M -$26.4K -730 -2%
KAS
14
Kestra Advisory Services
Texas
$1.35M -$256K -7,080 -16%
BA
15
Bellwether Advisors
Nebraska
$1.34M +$69.4K +1,915 +5%
JSL
16
JT Stratford LLC
Georgia
$1.21M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.2M -$544K -15,010 -31%
CAN
18
Cetera Advisor Networks
California
$1.13M -$146K -4,032 -11%
KCM
19
Kathmere Capital Management
Pennsylvania
$1M -$404K -11,167 -29%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$938K -$120K -3,322 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$906K -$351K -9,681 -28%
Jane Street
22
Jane Street
New York
$863K +$867K +23,927 New
BPA
23
Beacon Pointe Advisors
California
$685K -$54.3K -1,499 -7%
OIA
24
OneDigital Investment Advisors
Kansas
$644K -$8.8K -243 -1%
AIA
25
Alera Investment Advisors
Illinois
$606K