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Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $117M invested in Innovator US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M 418,245 -12,663 -3%
W
2
Wealthquest
Ohio
$13.7M 363,374 +93,349 +35%
IIA
3
Integral Investment Advisors
California
$6.88M 182,424 -3,838 -2%
BMM
4
Berkshire Money Management
Massachusetts
$5.79M 153,585 +395 +0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.02M 133,204 -4,544 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.68M 124,178 +97,810 +371%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.16M 110,160 -3,788 -3%
SCA
8
Stuart Chaussee & Associates
California
$4.11M 109,000
PCM
9
Penserra Capital Management
California
$3.38M 89,553 +5,331 +6%
DFA
10
DHJJ Financial Advisors
Illinois
$3.09M 81,899 -1,148 -1%
MWM
11
Maltin Wealth Management
New Jersey
$2.86M 75,909 -400 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.7M 71,539 +10,009 +16%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.35M 62,232 +62,232 New
SB
14
Strategic Blueprint
Georgia
$2.32M 61,411 +493 +0.8%
OWM
15
Opes Wealth Management
California
$2.12M 56,290 +3,470 +7%
Truist Financial
16
Truist Financial
North Carolina
$1.8M 47,670 -647 -1%
CAN
17
Cetera Advisor Networks
California
$1.56M 41,229 -135 -0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.48M 39,335 -4,550 -10%
BA
19
Bellwether Advisors
Nebraska
$1.48M 39,259
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.42M 37,608 -472 -1%
AF
21
Allworth Financial
California
$1.35M 35,714 +35,714 New
MPCL
22
My Personal CFO LLC
Washington
$1.25M 33,160
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.17M 31,098 +10,714 +53%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.17M 30,948
CA
25
CoreCap Advisors
Michigan
$1.16M 30,765 +30,765 New