We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

85 hedge funds and large institutions have $151M invested in Innovator US Equity Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $103M → $151M (+$48.4M)

37% more funds holding

Funds holding: 6285 (+23)

11.16% less ownership

Funds ownership: 78.16%67% (-11%)

Holders
85
Holders Change
+23
Holders Change %
+37.1%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
32
Increased
34
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$16.5M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M +$7.57M +212,314 +115%
PCS
3
Personal CFO Solutions
New Jersey
$8.84M -$2.94M -82,494 -25%
BCM
4
Brookstone Capital Management
Illinois
$8.09M +$8.14M +228,116 New
JGCM
5
Joseph Group Capital Management
Ohio
$7.93M +$359K +10,057 +5%
SS
6
Sunbelt Securities
Texas
$7.63M -$69K -1,935 -0.9%
IIA
7
Integral Investment Advisors
California
$7.14M +$4.21M +117,894 +148%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.26M +$1.25M +35,045 +24%
MW
9
Marcum Wealth
Ohio
$6.11M +$6.03M +169,118 New
MWM
10
Maltin Wealth Management
New Jersey
$5.94M -$2.47M -69,118 -30%
BMM
11
Berkshire Money Management
Massachusetts
$5.54M +$4.65M +130,373 +563%
SB
12
Strategic Blueprint
Georgia
$5.32M +$3.12M +87,508 +147%
DFA
13
DHJJ Financial Advisors
Illinois
$3.16M +$73.2K +2,052 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.09M +$892K +24,991 +41%
RTS
15
Round Table Services
New Jersey
$2.91M +$2.66M +74,552 +1,249%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$2.64M +$2.18M +61,131 +457%
PPW
17
Pinnacle Private Wealth
Massachusetts
$2.52M +$544K +15,261 +28%
CAN
18
Cetera Advisor Networks
California
$2.29M +$459K +12,858 +25%
BCM
19
Beck Capital Management
Texas
$2.06M +$549K +15,374 +37%
Truist Financial
20
Truist Financial
North Carolina
$1.99M +$1.96M +55,027 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.87M +$453K +12,690 +32%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.8M +$220K +6,160 +14%
AA
23
Advisory Alpha
Michigan
$1.7M +$1.68M +47,181 New
BA
24
Bellwether Advisors
Nebraska
$1.45M +$99.9K +2,800 +8%
RC
25
Rovin Capital
Arizona
$1.18M +$554K +15,540 +91%