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Innovator US Equity Buffer ETF January

76 hedge funds and large institutions have $93.3M invested in Innovator US Equity Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $86.9M → $93.3M (+$6.41M)

6.74% more ownership

Funds ownership: 60.34%67.08% (+6.7%)

1% more funds holding

Funds holding: 7576 (+1)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.5M +$1.09M +32,954 +9%
W
2
Wealthquest
Ohio
$6.65M +$1.62M +48,854 +32%
IIA
3
Integral Investment Advisors
California
$5.96M +$65.7K +1,986 +1%
BCM
4
Brookstone Capital Management
Illinois
$5.41M +$74.7K +2,258 +1%
MW
5
Marcum Wealth
Ohio
$5.27M -$57.5K -1,738 -1%
BMM
6
Berkshire Money Management
Massachusetts
$5.11M +$129K +3,891 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.77M -$1.4M -42,417 -27%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.73M +$2.22M +67,104 +146%
SCA
9
Stuart Chaussee & Associates
California
$3.61M +$3.61M +109,120 New
PCM
10
Penserra Capital Management
California
$2.97M +$1.31M +39,490 +78%
DFA
11
DHJJ Financial Advisors
Illinois
$2.79M -$91.8K -2,774 -3%
MWM
12
Maltin Wealth Management
New Jersey
$2.52M -$33 -1 -0%
SB
13
Strategic Blueprint
Georgia
$1.82M -$1.83M -55,310 -50%
Truist Financial
14
Truist Financial
North Carolina
$1.69M -$159K -4,820 -9%
CAN
15
Cetera Advisor Networks
California
$1.68M +$64.3K +1,943 +4%
OMC
16
Old Mission Capital
Illinois
$1.53M -$2.23M -67,259 -59%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.44M -$185K -5,594 -11%
BA
18
Bellwether Advisors
Nebraska
$1.3M -$47.6K -1,438 -4%
CA
19
CoreCap Advisors
Michigan
$1.27M +$426K +12,865 +50%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.22M +$800K +24,174 +187%
OCM
21
Orion Capital Management
California
$1.01M
Cerity Partners
22
Cerity Partners
New York
$992K +$993K +30,017 New
KAS
23
Kestra Advisory Services
Texas
$980K -$210K -6,335 -18%
KCM
24
Kathmere Capital Management
Pennsylvania
$959K -$2.18K -66 -0.2%
CA
25
Cetera Advisors
Colorado
$866K +$140K +4,234 +19%