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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.

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.54%
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 Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.2M 485,853 +47,814 +11%
CWG
2
Crown Wealth Group
North Carolina
$14.1M 322,745 +27,846 +9%
IIA
3
Integral Investment Advisors
California
$9.77M 224,404 +49,914 +29%
BCM
4
Brookstone Capital Management
Illinois
$9.41M 216,195 +216,195 New
PCM
5
Penserra Capital Management
California
$9.02M 207,084 +56,082 +37%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$7.12M 163,452 +42,214 +35%
MW
7
Marcum Wealth
Ohio
$6.44M 147,814 +141,321 +2,177%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.33M 145,183 +21,905 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.96M 136,779 +93,186 +214%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.57M 127,861 +26,123 +26%
SCA
11
Stuart Chaussee & Associates
California
$4.75M 109,000
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.59M 105,418 +429 +0.4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.48M 102,998 +96,068 +1,386%
MWM
14
Maltin Wealth Management
New Jersey
$3.73M 85,686 +9,777 +13%
DFA
15
DHJJ Financial Advisors
Illinois
$3.17M 72,730 -53 -0.1%
CAN
16
Cetera Advisor Networks
California
$2.87M 65,835 +15,185 +30%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.78M 63,916 +20,286 +46%
LPL Financial
18
LPL Financial
California
$2.76M 63,356 +29,546 +87%
OWM
19
Opes Wealth Management
California
$2.53M 58,145 -400 -0.7%
CA
20
CoreCap Advisors
Michigan
$2.48M 56,959 +26,193 +85%
MPCL
21
My Personal CFO LLC
Washington
$2.06M 47,390 +10,050 +27%
Cerity Partners
22
Cerity Partners
New York
$2.02M 46,443 +27,753 +148%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.93M 44,304 +11,884 +37%
FCFC
24
First Commonwealth Financial Corp
Pennsylvania
$1.91M 43,823 +43,823 New
KAS
25
Kestra Advisory Services
Texas
$1.83M 42,142 +8,333 +25%