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Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $121M → $183M (+$61.6M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 88106 (+18)

2.66% more ownership

Funds ownership: 66.98%69.64% (+2.7%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.2M +$2.02M +47,814 +11%
CWG
2
Crown Wealth Group
North Carolina
$14.1M +$1.18M +27,846 +9%
IIA
3
Integral Investment Advisors
California
$9.77M +$2.11M +49,914 +29%
BCM
4
Brookstone Capital Management
Illinois
$9.41M +$9.12M +216,195 New
PCM
5
Penserra Capital Management
California
$9.02M +$2.37M +56,082 +37%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$7.12M +$1.78M +42,214 +35%
MW
7
Marcum Wealth
Ohio
$6.44M +$5.96M +141,321 +2,177%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.33M +$924K +21,905 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.96M +$3.93M +93,186 +214%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.57M +$1.1M +26,123 +26%
SCA
11
Stuart Chaussee & Associates
California
$4.75M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.59M +$18.1K +429 +0.4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.48M +$4.05M +96,068 +1,386%
MWM
14
Maltin Wealth Management
New Jersey
$3.73M +$413K +9,777 +13%
DFA
15
DHJJ Financial Advisors
Illinois
$3.17M -$2.24K -53 -0.1%
CAN
16
Cetera Advisor Networks
California
$2.87M +$641K +15,185 +30%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.78M +$856K +20,286 +46%
LPL Financial
18
LPL Financial
California
$2.76M +$1.25M +29,546 +87%
OWM
19
Opes Wealth Management
California
$2.53M -$16.9K -400 -0.7%
CA
20
CoreCap Advisors
Michigan
$2.48M +$1.11M +26,193 +85%
MPCL
21
My Personal CFO LLC
Washington
$2.06M +$424K +10,050 +27%
Cerity Partners
22
Cerity Partners
New York
$2.02M +$1.17M +27,753 +148%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.93M +$501K +11,884 +37%
FCFC
24
First Commonwealth Financial Corp
Pennsylvania
$1.91M +$1.85M +43,823 New
KAS
25
Kestra Advisory Services
Texas
$1.83M +$352K +8,333 +25%