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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.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

38% more capital invested

Capital invested by funds: $155M → $213M (+$58.7M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7.63% more ownership

Funds ownership: 64.1%71.72% (+7.6%)

0% more funds holding

Funds holding: 105105 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.41%
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 Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$25.7M +$20.2M +420,149 +323%
BCM
2
Brookstone Capital Management
Illinois
$22.6M +$22.7M +470,957 +3,413%
PCM
3
Penserra Capital Management
California
$17.5M +$2.65M +55,107 +17%
IIA
4
Integral Investment Advisors
California
$11.6M +$392K +8,142 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.69M +$974K +20,245 +14%
MW
6
Marcum Wealth
Ohio
$7.34M +$5.92M +122,985 +358%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.06M +$1.26M +26,213 +21%
OBWG
8
Onyx Bridge Wealth Group
New York
$6.24M +$6.44M +133,897 New
USCWA
9
U.S. Capital Wealth Advisors
Texas
$5.9M -$358K -7,451 -6%
SCA
10
Stuart Chaussee & Associates
California
$5.23M +$154K +3,200 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.23M -$326K -6,781 -6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.57M +$4.71M +97,908 New
SPIA
13
Steward Partners Investment Advisory
New York
$4.5M +$4.59M +95,343 +8,861%
CWG
14
Crown Wealth Group
North Carolina
$4.18M -$11.8M -245,290 -73%
LPL Financial
15
LPL Financial
California
$4.12M +$761K +15,812 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.64M +$992K +20,623 +36%
MWM
17
Maltin Wealth Management
New Jersey
$3.47M -$115K -2,400 -3%
DFA
18
DHJJ Financial Advisors
Illinois
$3M -$8.13K -169 -0.3%
Raymond James Financial
19
Raymond James Financial
Florida
$2.74M +$152K +3,161 +6%
OWM
20
Opes Wealth Management
California
$2.56M +$20.7K +430 +0.8%
Cerity Partners
21
Cerity Partners
New York
$2.45M +$171K +3,545 +7%
KAS
22
Kestra Advisory Services
Texas
$2.34M +$532K +11,052 +28%
MI
23
Motiv8 Investments
Florida
$2.32M +$289K +6,004 +14%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.21M +$1.08M +22,480 +90%
Truist Financial
25
Truist Financial
North Carolina
$2.19M +$325K +6,763 +17%