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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
Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
BCM
2
Brookstone Capital Management
Illinois
$22.6M
PCM
3
Penserra Capital Management
California
$17.5M
IIA
4
Integral Investment Advisors
California
$11.6M
HighTower Advisors
5
HighTower Advisors
Illinois
$7.69M
MW
6
Marcum Wealth
Ohio
$7.34M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.06M
OBWG
8
Onyx Bridge Wealth Group
New York
$6.24M
USCWA
9
U.S. Capital Wealth Advisors
Texas
$5.9M
SCA
10
Stuart Chaussee & Associates
California
$5.23M
Osaic Holdings
11
Osaic Holdings
Arizona
$5.23M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.57M
SPIA
13
Steward Partners Investment Advisory
New York
$4.5M
CWG
14
Crown Wealth Group
North Carolina
$4.18M
LPL Financial
15
LPL Financial
California
$4.12M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.64M
MWM
17
Maltin Wealth Management
New Jersey
$3.47M
DFA
18
DHJJ Financial Advisors
Illinois
$3M
Raymond James Financial
19
Raymond James Financial
Florida
$2.74M
OWM
20
Opes Wealth Management
California
$2.56M
Cerity Partners
21
Cerity Partners
New York
$2.45M
KAS
22
Kestra Advisory Services
Texas
$2.34M
MI
23
Motiv8 Investments
Florida
$2.32M
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.21M
Truist Financial
25
Truist Financial
North Carolina
$2.19M