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Innovator US Equity Buffer ETF January

110 hedge funds and large institutions have $234M invested in Innovator US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 43

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$32.9M
BCM
2
Brookstone Capital Management
Illinois
$25.7M
PCM
3
Penserra Capital Management
California
$17.4M
IIA
4
Integral Investment Advisors
California
$12.5M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.6M
HighTower Advisors
6
HighTower Advisors
Illinois
$8.26M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.42M
USCWA
8
U.S. Capital Wealth Advisors
Texas
$6.59M
SCA
9
Stuart Chaussee & Associates
California
$5.68M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.09M
LPL Financial
11
LPL Financial
California
$4.99M
SPIA
12
Steward Partners Investment Advisory
New York
$4.88M
OBWG
13
Onyx Bridge Wealth Group
New York
$4.74M
Osaic Holdings
14
Osaic Holdings
Arizona
$4.73M
CWG
15
Crown Wealth Group
North Carolina
$4.48M
MWM
16
Maltin Wealth Management
New Jersey
$4.2M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.79M
DFA
18
DHJJ Financial Advisors
Illinois
$3.21M
OWM
19
Opes Wealth Management
California
$2.83M
Cerity Partners
20
Cerity Partners
New York
$2.77M
MI
21
Motiv8 Investments
Florida
$2.58M
Raymond James Financial
22
Raymond James Financial
Florida
$2.54M
KAS
23
Kestra Advisory Services
Texas
$2.5M
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.37M
Truist Financial
25
Truist Financial
North Carolina
$2.36M