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Innovator US Equity Ultra Buffer ETF January

100 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
29
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$60.3M 1,491,194 +46,791 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M 858,281 +5,610 +0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.18M 226,879 +1,951 +0.9%
PCA
4
Prosperity Capital Advisors
Ohio
$7.84M 193,930 +10,479 +6%
SB
5
Strategic Blueprint
Georgia
$5.5M 135,938 +762 +0.6%
CA
6
Clearstead Advisors
Ohio
$4.71M 119,197 +38,910 +48%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.18M 103,220 +22,045 +27%
Truist Financial
8
Truist Financial
North Carolina
$3.9M 96,348 -280 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.4M 86,951 -14,391 -14%
BMM
10
Berkshire Money Management
Massachusetts
$3.23M 79,793
MOS
11
MGO One Seven
Ohio
$3.23M 79,772 -29,654 -27%
IWM
12
IHT Wealth Management
Illinois
$3.01M 74,347 -18,332 -20%
LPL Financial
13
LPL Financial
California
$2.98M 73,612 +47,648 +184%
PWA
14
Prairie Wealth Advisors
Nebraska
$2.66M 65,764
FA
15
Fermata Advisors
California
$2.42M 59,805 -438,848 -88%
Raymond James Financial
16
Raymond James Financial
Florida
$2.39M 58,989 +21,458 +57%
AF
17
Allworth Financial
California
$2.15M 53,216 -1,524 -3%
LF
18
Lantz Financial
Illinois
$2.13M 52,593 -25 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.01M 49,779 +21,677 +77%
SWM
20
Spire Wealth Management
Virginia
$2M 49,469 -3,428 -6%
IWM
21
IMG Wealth Management
Florida
$1.99M 49,071 +598 +1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.78M 43,682 -1,155 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.74M 43,068 +3,299 +8%
PA
24
PFG Advisors
Arizona
$1.66M 41,036 -2,771 -6%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.61M 39,801 +22,905 +136%