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Innovator US Equity Ultra Buffer ETF January

43 hedge funds and large institutions have $34.2M invested in Innovator US Equity Ultra Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFC
26
Bedel Financial Consulting
Indiana
$425K 13,461 -901 -6%
VA
27
Valmark Advisers
Ohio
$391K 12,370
FA
28
Fermata Advisors
California
$366K 11,585 -108 -0.9%
W
29
Wealthquest
Ohio
$363K 11,500 -212,340 -95%
XF
30
XML Financial
Maryland
$318K 10,073
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$315K 9,970 +9,970 New
CWM
32
CCG Wealth Management
California
$240K 7,600 -2,500 -25%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$208K 6,570
AAP
34
Arax Advisory Partners
Colorado
$181K 5,743 -2,986 -34%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$139K 4,390 +570 +15%
BWM
36
Baystate Wealth Management
Massachusetts
$112K 3,540
OCM
37
Orion Capital Management
California
$106K 3,361 -100 -3%
SCA
38
Snowden Capital Advisors
New York
$104K 3,300 +3,300 New
Morgan Stanley
39
Morgan Stanley
New York
$102K 3,225 +475 +17%
CFA
40
Carroll Financial Associates
North Carolina
$55K 1,750
IA
41
IFP Advisors
Florida
$12K 391
CWP
42
Concord Wealth Partners
Virginia
$10K 314 +314 New
CP
43
Castleview Partners
Texas
$718 22,680 +22,680 New
Citadel Advisors
44
Citadel Advisors
Florida
-11,729 Closed
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
-11,566 Closed
DC
46
Davenport & Co
Virginia
-9,511 Closed
Wolverine Trading
47
Wolverine Trading
Illinois
-7,675 Closed
SWM
48
Spire Wealth Management
Virginia
-6,419 Closed
IFAM
49
Institutional & Family Asset Management
Colorado
-486 Closed
UBS Group
50
UBS Group
Switzerland
-67 Closed