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Innovator US Equity Buffer ETF January

125 hedge funds and large institutions have $268M invested in Innovator US Equity Buffer ETF January in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $207M → $268M (+$60.8M)

12% more funds holding

Funds holding: 112125 (+13)

2.14% more ownership

Funds ownership: 73.16%75.29% (+2.1%)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
48
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$33.7M +$33.1M +602,673 +2,019%
CA
2
COFG Advisors
Illinois
$21.1M +$598K +10,876 +3%
PCM
3
Penserra Capital Management
California
$20.2M +$2.08M +37,827 +11%
IIA
4
Integral Investment Advisors
California
$14.2M +$161K +2,927 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M +$421K +7,662 +3%
PCS
6
Personal CFO Solutions
New Jersey
$12.5M +$12.9M +234,460 New
HighTower Advisors
7
HighTower Advisors
Illinois
$8.5M +$25.2K +459 +0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.6M +$507K +9,217 +7%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$7.36M +$341K +6,207 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.87M +$297K +5,395 +4%
Lido Advisors
11
Lido Advisors
California
$5.76M -$9.89K -180 -0.2%
SPIA
12
Steward Partners Investment Advisory
New York
$5.44M +$728K +13,253 +15%
LPL Financial
13
LPL Financial
California
$5.14M -$371K -6,759 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.11M -$107K -1,938 -2%
CWG
15
Crown Wealth Group
North Carolina
$4.77M -$46.3K -843 -0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.71M +$1.38M +25,100 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$4.66M +$739K +13,446 +18%
MWM
18
Maltin Wealth Management
New Jersey
$4.53M +$90.6K +1,649 +2%
Cerity Partners
19
Cerity Partners
New York
$3.87M +$758K +13,784 +23%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.78M +$3.9M +70,881 New
DFA
21
DHJJ Financial Advisors
Illinois
$3.52M +$215K +3,918 +6%
GS
22
GWN Securities
Florida
$3.21M +$1.64M +29,859 +99%
OWM
23
Opes Wealth Management
California
$3.14M +$27.8K +505 +0.9%
Truist Financial
24
Truist Financial
North Carolina
$2.38M -$22K -400 -0.9%
FCFC
25
First Commonwealth Financial Corp
Pennsylvania
$2.37M +$201K +3,660 +9%