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Innovator US Equity Ultra Buffer ETF January

95 hedge funds and large institutions have $125M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

39% less capital invested

Capital invested by funds: $205M → $125M (-$79.6M)

73% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 44

Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.58M
LIWM
27
Long Island Wealth Management
New York
$1.33M
MML Investors Services
28
MML Investors Services
Massachusetts
$1.29M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.1M
AWM
30
Accurate Wealth Management
Florida
$1.06M
HighTower Advisors
31
HighTower Advisors
Illinois
$988K
MA
32
Mutual Advisors
Nebraska
$897K
MW
33
MBL Wealth
North Carolina
$880K
KWM
34
KFG Wealth Management
Indiana
$878K
CAG
35
Compass Advisory Group
New York
$853K
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$804K
WTFG
37
Wood Tarver Financial Group
Idaho
$758K
TF
38
Trek Financial
Arizona
$717K
SEP
39
Southland Equity Partners
Missouri
$676K
FIA
40
Foundations Investment Advisors
Arizona
$649K
MWM
41
Maltin Wealth Management
New Jersey
$637K
BEI
42
Benjamin Edwards Inc
Missouri
$600K
DI
43
Diligent Investors
California
$585K
JSL
44
JT Stratford LLC
Georgia
$584K
TWP
45
Triad Wealth Partners
Kansas
$542K
HHWM
46
Hiley Hunt Wealth Management
Nebraska
$540K
SF
47
Summit Financial
New Jersey
$511K
VA
48
Valmark Advisers
Ohio
$494K
RA
49
RFG Advisory
Alabama
$472K
CPIG
50
Chicago Partners Investment Group
Illinois
$471K