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Innovator US Equity Buffer ETF January

88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $94.9M → $121M (+$26.4M)

7% more funds holding

Funds holding: 8288 (+6)

3.22% more ownership

Funds ownership: 63.76%66.98% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
17
Reduced
32
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
$17.9M +$1.35M +35,213 +9%
CWG
2
Crown Wealth Group
North Carolina
$12M +$11.3M +294,899 New
IIA
3
Integral Investment Advisors
California
$7.13M -$128K -3,348 -2%
PCM
4
Penserra Capital Management
California
$6.17M +$859K +22,461 +17%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.04M -$46.7K -1,221 -1%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$4.95M +$2.35M +61,391 +103%
SCA
7
Stuart Chaussee & Associates
California
$4.45M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.29M -$6.15K -161 -0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.16M -$2.08M -54,392 -35%
MWM
10
Maltin Wealth Management
New Jersey
$3.1M
DFA
11
DHJJ Financial Advisors
Illinois
$2.97M -$214K -5,602 -7%
OWM
12
Opes Wealth Management
California
$2.39M +$17.4K +455 +0.8%
CAN
13
Cetera Advisor Networks
California
$2.07M -$285K -7,452 -13%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.78M +$141K +3,690 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.78M -$1.07M -28,007 -39%
BA
16
Bellwether Advisors
Nebraska
$1.6M
Truist Financial
17
Truist Financial
North Carolina
$1.57M -$121K -3,160 -8%
MPCL
18
My Personal CFO LLC
Washington
$1.53M +$167K +4,380 +13%
SB
19
Strategic Blueprint
Georgia
$1.51M -$926K -24,218 -40%
FA
20
FSA Advisors
Michigan
$1.4M +$1.31M +34,282 New
LPL Financial
21
LPL Financial
California
$1.38M +$1.29M +33,810 New
KAS
22
Kestra Advisory Services
Texas
$1.38M +$76.9K +2,012 +6%
TC
23
TownSquare Capital
Utah
$1.36M +$532K +13,929 +72%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.32M -$92K -2,407 -7%
SW
25
Schulz Wealth
Texas
$1.3M +$1.21M +31,710 New