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Innovator US Equity Buffer ETF January

75 hedge funds and large institutions have $86.9M invested in Innovator US Equity Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% more ownership

Funds ownership: 56.82%60.34% (+3.5%)

6% less funds holding

Funds holding: 8075 (-5)

15% less capital invested

Capital invested by funds: $102M → $86.9M (-$15.1M)

66% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 35

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
Increased
12
Reduced
35
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.6M -$711K -21,234 -5%
IIA
2
Integral Investment Advisors
California
$5.54M +$128K +3,831 +2%
MW
3
Marcum Wealth
Ohio
$5M -$8.24K -246 -0.2%
BCM
4
Brookstone Capital Management
Illinois
$4.93M -$2.72M -81,219 -34%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.86M -$437K -13,062 -8%
W
6
Wealthquest
Ohio
$4.73M +$1.52M +45,329 +42%
BMM
7
Berkshire Money Management
Massachusetts
$4.67M +$1.42M +42,531 +39%
OMC
8
Old Mission Capital
Illinois
$3.52M +$2.89M +86,168 +314%
SB
9
Strategic Blueprint
Georgia
$3.42M -$443K -13,240 -11%
DFA
10
DHJJ Financial Advisors
Illinois
$2.71M -$2.34K -70 -0.1%
RTS
11
Round Table Services
New Jersey
$2.7M
MWM
12
Maltin Wealth Management
New Jersey
$2.37M -$6.76K -202 -0.3%
Truist Financial
13
Truist Financial
North Carolina
$1.73M
BCM
14
Beck Capital Management
Texas
$1.59M -$33.2K -992 -2%
PCM
15
Penserra Capital Management
California
$1.57M +$387K +11,552 +30%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.53M -$4.66K -139 -0.3%
CAN
17
Cetera Advisor Networks
California
$1.52M -$297K -8,882 -15%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.42M -$54K -1,613 -3%
BA
19
Bellwether Advisors
Nebraska
$1.26M -$5.83K -174 -0.4%
KAS
20
Kestra Advisory Services
Texas
$1.12M +$162K +4,835 +16%
OCM
21
Orion Capital Management
California
$947K -$72.4K -2,163 -7%
KCM
22
Kathmere Capital Management
Pennsylvania
$902K
CA
23
CoreCap Advisors
Michigan
$797K -$1.67K -50 -0.2%
SS
24
Sunbelt Securities
Texas
$736K -$6.13M -182,930 -89%
RC
25
Rovin Capital
Arizona
$717K -$273K -8,167 -26%