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Innovator US Equity Buffer ETF January

104 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 106104 (-2)

5.06% less ownership

Funds ownership: 69.64%64.58% (-5.1%)

8% less capital invested

Capital invested by funds: $183M → $168M (-$14.7M)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
16
Reduced
43
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
$21.4M -$510K -11,643 -2%
CWG
2
Crown Wealth Group
North Carolina
$14.7M +$145K +3,312 +1%
IIA
3
Integral Investment Advisors
California
$10.4M +$223K +5,080 +2%
PCM
4
Penserra Capital Management
California
$9.96M +$602K +13,730 +7%
USCWA
5
U.S. Capital Wealth Advisors
Texas
$7.33M -$40.2K -918 -0.6%
MW
6
Marcum Wealth
Ohio
$6.71M +$44.9K +1,025 +0.7%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.63M +$73.9K +1,687 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.55M -$211K -4,824 -4%
SCA
9
Stuart Chaussee & Associates
California
$4.92M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.46M -$283K -6,462 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.03M -$596K -13,614 -13%
MWM
12
Maltin Wealth Management
New Jersey
$3.83M -$36.8K -841 -1%
DFA
13
DHJJ Financial Advisors
Illinois
$3.27M -$10.9K -248 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.21M -$2.87M -65,543 -48%
LPL Financial
15
LPL Financial
California
$3.19M +$320K +7,298 +12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.8M -$77.1K -1,760 -3%
OWM
17
Opes Wealth Management
California
$2.61M -$13.1K -300 -0.5%
MPCL
18
My Personal CFO LLC
Washington
$2.14M
CA
19
CoreCap Advisors
Michigan
$2.04M -$511K -11,658 -20%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$1.95M -$28K -640 -1%
KAS
21
Kestra Advisory Services
Texas
$1.94M +$34.8K +795 +2%
SB
22
Strategic Blueprint
Georgia
$1.9M +$62.1K +1,418 +3%
Truist Financial
23
Truist Financial
North Carolina
$1.82M -$10.8K -246 -0.6%
BA
24
Bellwether Advisors
Nebraska
$1.77M
Cerity Partners
25
Cerity Partners
New York
$1.76M -$329K -7,500 -16%