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Innovator US Equity Buffer ETF January

112 hedge funds and large institutions have $207M invested in Innovator US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $189M → $207M (+$18.8M)

9.05% more ownership

Funds ownership: 64.11%73.16% (+9.1%)

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 45

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
21
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
COFG Advisors
Illinois
$21.2M +$20.7M +384,672 New
PCM
2
Penserra Capital Management
California
$18.7M -$598K -11,121 -3%
IIA
3
Integral Investment Advisors
California
$14.5M +$649K +12,084 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14M -$912K -16,974 -6%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.75M -$265K -4,937 -3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.34M -$221K -4,115 -3%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$7.26M +$26.7K +496 +0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.8M -$141K -2,632 -2%
Lido Advisors
9
Lido Advisors
California
$5.95M +$5.81M +108,100 New
LPL Financial
10
LPL Financial
California
$5.68M +$92.2K +1,715 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.38M -$228K -4,239 -4%
CWG
12
Crown Wealth Group
North Carolina
$4.97M -$81K -1,507 -2%
SPIA
13
Steward Partners Investment Advisory
New York
$4.88M -$449K -8,363 -9%
MWM
14
Maltin Wealth Management
New Jersey
$4.59M -$16.1K -300 -0.4%
Raymond James Financial
15
Raymond James Financial
Florida
$4.07M +$669K +12,451 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.48M -$269K -4,996 -7%
DFA
17
DHJJ Financial Advisors
Illinois
$3.41M -$78.8K -1,466 -2%
Cerity Partners
18
Cerity Partners
New York
$3.23M +$218K +4,050 +7%
OWM
19
Opes Wealth Management
California
$3.21M +$95.1K +1,770 +3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.67M -$54.6K -1,016 -2%
Truist Financial
21
Truist Financial
North Carolina
$2.48M -$77.6K -1,444 -3%
MPCL
22
My Personal CFO LLC
Washington
$2.3M +$2.25M +41,858 New
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$2.24M -$67.5K -1,256 -3%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$2.19M -$329K -6,126 -13%
FA
25
FSA Advisors
Michigan
$2.17M +$16.3K +303 +0.8%