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Innovator US Equity Buffer ETF January

80 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 8580 (-5)

10.18% less ownership

Funds ownership: 67%56.82% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

32% less capital invested

Capital invested by funds: $151M → $102M (-$49.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
5
Increased
21
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.7M -$45.2K -1,335 -0.3%
BCM
2
Brookstone Capital Management
Illinois
$7.91M +$423K +12,515 +5%
SS
3
Sunbelt Securities
Texas
$6.64M -$81.6K -2,412 -1%
IIA
4
Integral Investment Advisors
California
$5.62M -$782K -23,125 -12%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.46M -$303K -8,954 -5%
MW
6
Marcum Wealth
Ohio
$5.19M -$259K -7,658 -5%
SB
7
Strategic Blueprint
Georgia
$3.97M -$800K -23,647 -16%
BMM
8
Berkshire Money Management
Massachusetts
$3.48M -$1.54M -45,424 -30%
W
9
Wealthquest
Ohio
$3.45M -$11.3M -334,059 -76%
DFA
10
DHJJ Financial Advisors
Illinois
$2.81M -$1.96K -58 -0.1%
RTS
11
Round Table Services
New Jersey
$2.8M +$220K +6,500 +8%
MWM
12
Maltin Wealth Management
New Jersey
$2.46M -$2.97M -87,918 -53%
PPW
13
Pinnacle Private Wealth
Massachusetts
$2.24M
HighTower Advisors
14
HighTower Advisors
Illinois
$1.96M -$837K -24,735 -29%
CAN
15
Cetera Advisor Networks
California
$1.86M -$187K -5,517 -9%
Truist Financial
16
Truist Financial
North Carolina
$1.79M +$27.4K +810 +1%
BCM
17
Beck Capital Management
Texas
$1.68M -$164K -4,847 -8%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.6M +$1.19M +35,066 +237%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.59M -$13.5K -399 -0.8%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.54M -$146K -4,310 -8%
BA
21
Bellwether Advisors
Nebraska
$1.31M +$26.6K +786 +2%
PCM
22
Penserra Capital Management
California
$1.25M +$752K +22,224 +133%
OCM
23
Orion Capital Management
California
$1.05M +$45.3K +1,339 +4%
RC
24
Rovin Capital
Arizona
$1.01M -$48K -1,420 -4%
KAS
25
Kestra Advisory Services
Texas
$1M