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Innovator US Equity Buffer ETF January

103 hedge funds and large institutions have $167M invested in Innovator US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 64.58%66.4% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.24M)

1% less funds holding

Funds holding: 104103 (-1)

69% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 48

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
15
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.8M -$248K -5,448 -1%
CWG
2
Crown Wealth Group
North Carolina
$15.8M +$584K +12,819 +4%
PCM
3
Penserra Capital Management
California
$13M +$2.63M +57,646 +26%
IIA
4
Integral Investment Advisors
California
$10.9M +$244K +5,351 +2%
USCWA
5
U.S. Capital Wealth Advisors
Texas
$7.23M -$332K -7,278 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.88M +$43.3K +950 +0.6%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.7M -$29.1K -639 -0.5%
SCA
8
Stuart Chaussee & Associates
California
$5.08M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.36M -$240K -5,268 -5%
MWM
10
Maltin Wealth Management
New Jersey
$3.91M -$42.3K -927 -1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.86M -$295K -6,473 -7%
LPL Financial
12
LPL Financial
California
$3.37M +$81.7K +1,792 +3%
DFA
13
DHJJ Financial Advisors
Illinois
$3.37M -$7.29K -160 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.28M -$33.6K -738 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.82M -$71.7K -1,574 -3%
OWM
16
Opes Wealth Management
California
$2.6M -$87.5K -1,920 -3%
MPCL
17
My Personal CFO LLC
Washington
$2.19M -$17.1K -375 -0.8%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$1.99M -$22.2K -486 -1%
CA
19
CoreCap Advisors
Michigan
$1.98M -$126K -2,764 -6%
Truist Financial
20
Truist Financial
North Carolina
$1.88M
BA
21
Bellwether Advisors
Nebraska
$1.8M -$25.5K -560 -1%
RA
22
RFG Advisory
Alabama
$1.74M -$6.11K -134 -0.4%
Jane Street
23
Jane Street
New York
$1.72M +$1.43M +31,387 +563%
Cerity Partners
24
Cerity Partners
New York
$1.71M -$104K -2,271 -6%
MI
25
Motiv8 Investments
Florida
$1.64M -$9.62K -211 -0.6%