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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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 103105 (+2)

2.31% less ownership

Funds ownership: 66.4%64.1% (-2.3%)

7% less capital invested

Capital invested by funds: $167M → $155M (-$12.1M)

50% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 40

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.38%
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 Holding Trade Value Shares
Change
Change in
Stake
CWG
1
Crown Wealth Group
North Carolina
$16.1M -$189K -4,004 -1%
PCM
2
Penserra Capital Management
California
$15.4M +$2M +42,332 +15%
IIA
3
Integral Investment Advisors
California
$11.5M +$282K +5,972 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.94M -$145K -3,065 -2%
USCWA
5
U.S. Capital Wealth Advisors
Texas
$6.42M -$1.01M -21,372 -14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.24M -$16M -338,721 -72%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.01M +$2M +42,360 +51%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.7M -$165K -3,487 -3%
SF
9
Seros Financial
Arizona
$5.61M +$5.89M +124,477 New
SCA
10
Stuart Chaussee & Associates
California
$5.23M
MWM
11
Maltin Wealth Management
New Jersey
$3.68M -$336K -7,103 -8%
LPL Financial
12
LPL Financial
California
$3.48M +$3.17K +67 +0.1%
DFA
13
DHJJ Financial Advisors
Illinois
$3.1M -$368K -7,775 -11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.75M -$621K -13,131 -19%
Raymond James Financial
15
Raymond James Financial
Florida
$2.66M +$2.63M +55,564 New
OWM
16
Opes Wealth Management
California
$2.62M -$64.3K -1,360 -2%
Cerity Partners
17
Cerity Partners
New York
$2.35M +$584K +12,362 +34%
MPCL
18
My Personal CFO LLC
Washington
$2.23M -$24.1K -510 -1%
MI
19
Motiv8 Investments
Florida
$2.1M +$404K +8,549 +24%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$2.02M -$26.1K -552 -1%
Truist Financial
21
Truist Financial
North Carolina
$1.93M -$5.86K -124 -0.3%
KAS
22
Kestra Advisory Services
Texas
$1.88M +$277K +5,869 +18%
BA
23
Bellwether Advisors
Nebraska
$1.86M
MW
24
Marcum Wealth
Ohio
$1.65M
FA
25
FSA Advisors
Michigan
$1.56M