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Innovator US Equity Buffer ETF January

82 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.74% more ownership

Funds ownership: 62.02%63.76% (+1.7%)

7% less funds holding

Funds holding: 8882 (-6)

19% less capital invested

Capital invested by funds: $117M → $94.9M (-$22.1M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
17
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.8M -$584K -15,419 -4%
IIA
2
Integral Investment Advisors
California
$6.53M -$174K -4,586 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.74M +$868K +22,926 +17%
PCM
4
Penserra Capital Management
California
$4.72M +$1.48M +38,988 +44%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.58M +$12.1K +321 +0.3%
SCA
6
Stuart Chaussee & Associates
California
$4M
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.86M -$190K -5,010 -5%
DFA
8
DHJJ Financial Advisors
Illinois
$2.88M -$133K -3,514 -4%
MWM
9
Maltin Wealth Management
New Jersey
$2.79M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.63M +$2.31K +61 +0.1%
SB
11
Strategic Blueprint
Georgia
$2.25M -$8.36K -221 -0.4%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$2.2M -$90.3K -2,385 -4%
CAN
13
Cetera Advisor Networks
California
$2.13M +$639K +16,873 +41%
OWM
14
Opes Wealth Management
California
$2.13M +$68.1K +1,800 +3%
Truist Financial
15
Truist Financial
North Carolina
$1.53M -$229K -6,053 -13%
OMC
16
Old Mission Capital
Illinois
$1.51M +$757K +20,009 +95%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.47M +$88.3K +2,332 +6%
BA
18
Bellwether Advisors
Nebraska
$1.44M
JP Morgan Chase
19
JP Morgan Chase
New York
$1.4M +$1.44M +38,009 +223,582%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.28M -$171K -4,508 -11%
MPCL
21
My Personal CFO LLC
Washington
$1.21M -$7.57K -200 -0.6%
CA
22
CoreCap Advisors
Michigan
$1.18M +$46.3K +1,222 +4%
KAS
23
Kestra Advisory Services
Texas
$1.17M +$62.8K +1,659 +6%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.07M -$77.8K -2,056 -7%
CA
25
Cetera Advisors
Colorado
$1.05M +$70.7K +1,867 +7%