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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.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $102M → $117M (+$15.3M)

6% more funds holding

Funds holding: 8388 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.82% less ownership

Funds ownership: 65.84%62.02% (-3.8%)

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.38%
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 Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M -$456K -12,663 -3%
W
2
Wealthquest
Ohio
$13.7M +$3.36M +93,349 +35%
IIA
3
Integral Investment Advisors
California
$6.88M -$138K -3,838 -2%
BMM
4
Berkshire Money Management
Massachusetts
$5.79M +$14.2K +395 +0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.02M -$163K -4,544 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.68M +$3.52M +97,810 +371%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.16M -$136K -3,788 -3%
SCA
8
Stuart Chaussee & Associates
California
$4.11M
PCM
9
Penserra Capital Management
California
$3.38M +$192K +5,331 +6%
DFA
10
DHJJ Financial Advisors
Illinois
$3.09M -$41.3K -1,148 -1%
MWM
11
Maltin Wealth Management
New Jersey
$2.86M -$14.4K -400 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.7M +$360K +10,009 +16%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.35M +$2.24M +62,232 New
SB
14
Strategic Blueprint
Georgia
$2.32M +$17.7K +493 +0.8%
OWM
15
Opes Wealth Management
California
$2.12M +$125K +3,470 +7%
Truist Financial
16
Truist Financial
North Carolina
$1.8M -$23.3K -647 -1%
CAN
17
Cetera Advisor Networks
California
$1.56M -$4.86K -135 -0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.48M -$164K -4,550 -10%
BA
19
Bellwether Advisors
Nebraska
$1.48M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.42M -$17K -472 -1%
AF
21
Allworth Financial
California
$1.35M +$1.28M +35,714 New
MPCL
22
My Personal CFO LLC
Washington
$1.25M
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.17M +$385K +10,714 +53%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.17M
CA
25
CoreCap Advisors
Michigan
$1.16M +$1.11M +30,765 New