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Innovator US Equity Ultra Buffer ETF January

72 hedge funds and large institutions have $141M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

311% more capital invested

Capital invested by funds: $34.2M → $141M (+$106M)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

67% more funds holding

Funds holding: 4372 (+29)

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

9.17% more ownership

Funds ownership: 46.55%55.73% (+9.2%)

Holders
72
Holders Change
+29
Holders Change %
+67.44%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
32
Increased
21
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
26
Range Financial Group
Oregon
$871K +$866K +28,136 New
ICG
27
InterOcean Capital Group
Tennessee
$852K +$848K +27,538 New
AWS
28
Atria Wealth Solutions
New York
$843K +$839K +27,250 New
FA
29
Fermata Advisors
California
$840K +$479K +15,571 +134%
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$808K -$5.51K -179 -0.7%
AWA
31
Arete Wealth Advisors
Illinois
$767K +$96.4K +3,133 +14%
PCS
32
Personal CFO Solutions
New Jersey
$688K +$685K +22,242 New
WKSWA
33
White Knight Strategic Wealth Advisors
New Jersey
$646K -$156K -5,075 -20%
RJA
34
Raymond James & Associates
Florida
$637K +$634K +20,585 New
SEP
35
Southland Equity Partners
Missouri
$613K -$28.6K -928 -4%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$613K +$92.3K +3,000 +18%
LPL Financial
37
LPL Financial
California
$607K +$24.3K +789 +4%
MFG
38
MTM Financial Group
Pennsylvania
$546K +$543K +17,642 New
CPIG
39
Chicago Partners Investment Group
Illinois
$539K +$47.4K +1,541 +9%
KCM
40
Kathmere Capital Management
Pennsylvania
$524K +$45.7K +1,485 +10%
JSL
41
JT Stratford LLC
Georgia
$488K -$31.9K -1,035 -6%
OMC
42
Old Mission Capital
Illinois
$485K -$117K -3,785 -19%
WMS
43
Wealth Management Solutions
Pennsylvania
$478K -$250K -8,129 -34%
DFA
44
DHJJ Financial Advisors
Illinois
$434K -$5.23K -170 -1%
BFC
45
Bedel Financial Consulting
Indiana
$430K +$13.1K +425 +3%
DI
46
Diligent Investors
California
$430K +$428K +13,890 New
IIA
47
Integral Investment Advisors
California
$424K -$3.78M -122,758 -90%
SCA
48
Southern Capital Advisors
Tennessee
$402K +$400K +12,997 New
VA
49
Valmark Advisers
Ohio
$383K
OCM
50
Orion Capital Management
California
$367K +$262K +8,500 +253%