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Innovator US Equity Ultra Buffer ETF January

110 hedge funds and large institutions have $252M invested in Innovator US Equity Ultra Buffer ETF January in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $130M → $252M (+$122M)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18.64% more ownership

Funds ownership: 62.42%81.06% (+19%)

7% more funds holding

Funds holding: 103110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
44
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$64.6M +$61.8M +1,428,954 +1,574%
TPW
2
Talon Private Wealth
Florida
$35.9M +$36.6M +845,012 New
SA
3
Sonoma Allocations
California
$17.5M +$920K +21,268 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.61M +$6.45M +149,049 +279%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.05M +$383K +8,862 +5%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$6.4M +$2.99M +69,108 +85%
PCA
7
Prosperity Capital Advisors
Ohio
$6.04M +$330K +7,637 +6%
VWM
8
VanWeelden Wealth Management
Ohio
$5.75M +$5.85M +135,247 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.1M +$799K +18,457 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$4.85M +$48.3K +1,116 +1%
SB
11
Strategic Blueprint
Georgia
$4.67M +$55.3K +1,279 +1%
Truist Financial
12
Truist Financial
North Carolina
$3.79M -$9.99K -231 -0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.79M +$725K +16,766 +23%
CA
14
Clearstead Advisors
Ohio
$3.39M -$172K -3,980 -5%
BMM
15
Berkshire Money Management
Massachusetts
$3.39M
SWM
16
Spire Wealth Management
Virginia
$3.28M +$1.6M +37,047 +93%
PWA
17
Prairie Wealth Advisors
Nebraska
$2.77M
LPL Financial
18
LPL Financial
California
$2.75M -$368K -8,514 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$2.45M -$70.4K -1,628 -3%
KAS
20
Kestra Advisory Services
Texas
$2.43M +$155K +3,587 +7%
LF
21
Lantz Financial
Illinois
$2.35M -$25.7K -595 -1%
BW
22
BXM Wealth
Colorado
$2.35M +$2.39M +55,195 New
BCI
23
Brinker Capital Investments
Pennsylvania
$2.29M +$166K +3,840 +8%
FIA
24
Foundations Investment Advisors
Arizona
$2.13M +$203K +4,696 +10%
IWM
25
IMG Wealth Management
Florida
$2.11M -$49.6K -1,147 -2%