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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWG
1
Crown Wealth Group
North Carolina
$16.1M 334,872 -4,004 -1%
PCM
2
Penserra Capital Management
California
$15.4M 320,792 +42,332 +15%
IIA
3
Integral Investment Advisors
California
$11.5M 240,807 +5,972 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.94M 144,755 -3,065 -2%
USCWA
5
U.S. Capital Wealth Advisors
Texas
$6.42M 133,884 -21,372 -14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.24M 130,041 -338,721 -72%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.01M 125,271 +42,360 +51%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.7M 118,911 -3,487 -3%
SF
9
Seros Financial
Arizona
$5.61M 124,477 +124,477 New
SCA
10
Stuart Chaussee & Associates
California
$5.23M 109,000
MWM
11
Maltin Wealth Management
New Jersey
$3.68M 76,815 -7,103 -8%
LPL Financial
12
LPL Financial
California
$3.48M 72,513 +67 +0.1%
DFA
13
DHJJ Financial Advisors
Illinois
$3.1M 64,547 -7,775 -11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.75M 57,367 -13,131 -19%
Raymond James Financial
15
Raymond James Financial
Florida
$2.66M 55,564 +55,564 New
OWM
16
Opes Wealth Management
California
$2.62M 54,565 -1,360 -2%
Cerity Partners
17
Cerity Partners
New York
$2.35M 49,034 +12,362 +34%
MPCL
18
My Personal CFO LLC
Washington
$2.23M 46,505 -510 -1%
MI
19
Motiv8 Investments
Florida
$2.1M 43,793 +8,549 +24%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$2.02M 42,145 -552 -1%
Truist Financial
21
Truist Financial
North Carolina
$1.93M 40,228 -124 -0.3%
KAS
22
Kestra Advisory Services
Texas
$1.88M 39,124 +5,869 +18%
BA
23
Bellwether Advisors
Nebraska
$1.86M 38,699
MW
24
Marcum Wealth
Ohio
$1.65M 34,381
FA
25
FSA Advisors
Michigan
$1.56M 33,566