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Innovator US Equity Buffer ETF January

83 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 7683 (+7)

9% more capital invested

Capital invested by funds: $93.3M → $102M (+$8.35M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 67.08%65.84% (-1.2%)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$9.49M +$2.36M +68,624 +34%
MOS
2
MGO One Seven
Ohio
$7.45M +$7.27M +211,782 New
T
3
TCWP
Ohio
$7.45M +$7.27M +211,782 New
IIA
4
Integral Investment Advisors
California
$6.55M +$198K +5,779 +3%
MW
5
Marcum Wealth
Ohio
$5.75M +$139K +4,057 +3%
BMM
6
Berkshire Money Management
Massachusetts
$5.39M -$45.5K -1,324 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.84M +$809K +23,569 +21%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.01M +$32K +933 +0.8%
SCA
9
Stuart Chaussee & Associates
California
$3.83M -$4.12K -120 -0.1%
PCM
10
Penserra Capital Management
California
$2.96M -$199K -5,808 -6%
DFA
11
DHJJ Financial Advisors
Illinois
$2.92M -$50.4K -1,467 -2%
MWM
12
Maltin Wealth Management
New Jersey
$2.68M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.16M +$840K +24,455 +66%
SB
14
Strategic Blueprint
Georgia
$2.14M +$202K +5,887 +11%
OWM
15
Opes Wealth Management
California
$1.86M +$1.81M +52,820 New
Truist Financial
16
Truist Financial
North Carolina
$1.7M -$92.7K -2,700 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.54M +$9.51K +277 +0.6%
CAN
18
Cetera Advisor Networks
California
$1.45M -$330K -9,612 -19%
BA
19
Bellwether Advisors
Nebraska
$1.38M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.34M +$1.31M +38,080 New
KAS
21
Kestra Advisory Services
Texas
$1.23M +$182K +5,286 +18%
MPCL
22
My Personal CFO LLC
Washington
$1.17M +$984K +28,653 +636%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.09M +$1.06M +30,948 New
HighTower Advisors
24
HighTower Advisors
Illinois
$925K +$102K +2,982 +13%
CA
25
Cetera Advisors
Colorado
$922K -$206 -6 -0%