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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $236M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $213M → $236M (+$22.4M)

5% more funds holding

Funds holding: 105110 (+5)

4.32% more ownership

Funds ownership: 71.72%76.04% (+4.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
28
Reduced
42
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$32.9M +$4.96M +104,775 +19%
BCM
2
Brookstone Capital Management
Illinois
$25.7M +$1.32M +27,902 +6%
PCM
3
Penserra Capital Management
California
$17.4M -$1.35M -28,518 -8%
IIA
4
Integral Investment Advisors
California
$12.5M +$1.23K +26 +0%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$7.29M +153,896 +950%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.26M -$20.8K -440 -0.3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.42M -$174K -3,678 -2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$6.59M +$224K +4,728 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.54M +$858K +18,123 +16%
SCA
10
Stuart Chaussee & Associates
California
$5.68M +$44K +930 +0.8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.09M +$166K +3,517 +4%
LPL Financial
12
LPL Financial
California
$4.99M +$523K +11,049 +13%
SPIA
13
Steward Partners Investment Advisory
New York
$4.88M +$38.3K +808 +0.8%
OBWG
14
Onyx Bridge Wealth Group
New York
$4.74M -$1.87M -39,543 -30%
CWG
15
Crown Wealth Group
North Carolina
$4.48M -$20.7K -437 -0.5%
MWM
16
Maltin Wealth Management
New Jersey
$4.2M +$436K +9,213 +12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.79M -$117K -2,467 -3%
DFA
18
DHJJ Financial Advisors
Illinois
$3.21M -$25.3K -534 -0.8%
OWM
19
Opes Wealth Management
California
$2.83M +$66.9K +1,413 +3%
Cerity Partners
20
Cerity Partners
New York
$2.77M +$118K +2,494 +5%
MI
21
Motiv8 Investments
Florida
$2.58M +$73.5K +1,552 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$2.54M -$382K -8,075 -14%
KAS
23
Kestra Advisory Services
Texas
$2.5M -$17K -360 -0.7%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.37M -$17.8K -375 -0.8%
Truist Financial
25
Truist Financial
North Carolina
$2.36M

BJAN Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q2 2025, worth a combined $236M — up 10% from $213M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BJAN positions and 2 closed out — a net gain of 6 holders — while 28 added to existing stakes and 42 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $7.29M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $1.87M.

  • 110 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q2 2025, up from 105 in Q1 2025.
  • Funds reported $236M of Innovator US Equity Buffer ETF January stock for Q2 2025, up 10% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Buffer ETF January positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF January buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $7.29M added.
  • The largest Innovator US Equity Buffer ETF January seller in Q2 2025 was Onyx Bridge Wealth Group, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2025.