We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January

106 hedge funds and large institutions have $189M invested in Innovator US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 110106 (-4)

11.94% less ownership

Funds ownership: 76.04%64.11% (-12%)

20% less capital invested

Capital invested by funds: $236M → $189M (-$47.3M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

76% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 51

Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$18.6M +$217K +4,200 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.4M -$19.8M -383,391 -59%
IIA
3
Integral Investment Advisors
California
$13.3M +$98.4K +1,908 +0.8%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.69M -$32.2K -624 -0.4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.29M -$535K -10,374 -7%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$6.96M +$6.76K +131 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.59M -$215K -4,177 -3%
SCA
8
Stuart Chaussee & Associates
California
$5.99M -$10.3K -200 -0.2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$5.41M +$29.8K +577 +0.6%
LPL Financial
10
LPL Financial
California
$5.38M +$105K +2,040 +2%
SPIA
11
Steward Partners Investment Advisory
New York
$5.15M -$7.07K -137 -0.1%
CWG
12
Crown Wealth Group
North Carolina
$4.87M +$138K +2,679 +3%
MWM
13
Maltin Wealth Management
New Jersey
$4.43M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.62M -$378K -7,331 -10%
DFA
15
DHJJ Financial Advisors
Illinois
$3.36M -$19.6K -380 -0.6%
Raymond James Financial
16
Raymond James Financial
Florida
$3.26M +$556K +10,783 +21%
OWM
17
Opes Wealth Management
California
$3M +$5.42K +105 +0.2%
Cerity Partners
18
Cerity Partners
New York
$2.9M -$22.2K -430 -0.8%
OMC
19
Old Mission Capital
Illinois
$2.87M +$1.97M +38,269 +242%
MI
20
Motiv8 Investments
Florida
$2.67M -$51.2K -992 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.6M -$6.25M -121,066 -71%
Truist Financial
22
Truist Financial
North Carolina
$2.47M -$24.8K -480 -1%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$2.43M -$62.2K -1,205 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.4M +$2.34M +45,360 New
FCFC
25
First Commonwealth Financial Corp
Pennsylvania
$2.23M -$37K -718 -2%