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Innovator US Equity Buffer ETF January

105 hedge funds and large institutions have $213M invested in Innovator US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$25.7M 550,190 +420,149 +323%
BCM
2
Brookstone Capital Management
Illinois
$22.6M 484,754 +470,957 +3,413%
PCM
3
Penserra Capital Management
California
$17.5M 375,899 +55,107 +17%
IIA
4
Integral Investment Advisors
California
$11.6M 248,949 +8,142 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.69M 165,000 +20,245 +14%
MW
6
Marcum Wealth
Ohio
$7.34M 157,366 +122,985 +358%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.06M 151,484 +26,213 +21%
OBWG
8
Onyx Bridge Wealth Group
New York
$6.24M 133,897 +133,897 New
USCWA
9
U.S. Capital Wealth Advisors
Texas
$5.9M 126,433 -7,451 -6%
SCA
10
Stuart Chaussee & Associates
California
$5.23M 112,200 +3,200 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.23M 112,130 -6,781 -6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.57M 97,908 +97,908 New
SPIA
13
Steward Partners Investment Advisory
New York
$4.5M 96,419 +95,343 +8,861%
CWG
14
Crown Wealth Group
North Carolina
$4.18M 89,582 -245,290 -73%
LPL Financial
15
LPL Financial
California
$4.12M 88,325 +15,812 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.64M 77,990 +20,623 +36%
MWM
17
Maltin Wealth Management
New Jersey
$3.47M 74,415 -2,400 -3%
DFA
18
DHJJ Financial Advisors
Illinois
$3M 64,378 -169 -0.3%
Raymond James Financial
19
Raymond James Financial
Florida
$2.74M 58,725 +3,161 +6%
OWM
20
Opes Wealth Management
California
$2.56M 54,995 +430 +0.8%
Cerity Partners
21
Cerity Partners
New York
$2.45M 52,579 +3,545 +7%
KAS
22
Kestra Advisory Services
Texas
$2.34M 50,176 +11,052 +28%
MI
23
Motiv8 Investments
Florida
$2.32M 49,797 +6,004 +14%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.21M 47,489 +22,480 +90%
Truist Financial
25
Truist Financial
North Carolina
$2.19M 46,991 +6,763 +17%