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Innovator US Equity Ultra Buffer ETF January

89 hedge funds and large institutions have $1.16B invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more capital invested

Capital invested by funds: $165M → $1.16B (+$998M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 8789 (+2)

4.16% less ownership

Funds ownership: 55.17%51.01% (-4.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 37

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
14
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.09M +$50.6K +1,712 +5%
RFG
27
Range Financial Group
Oregon
$1.08M -$302K -10,232 -22%
SAS
28
SMI Advisory Services
Indiana
$990K
PWA
29
Pillar Wealth Advisors
Pennsylvania
$818K -$48.2K -1,631 -6%
SAG
30
SageView Advisory Group
California
$818K +$814K +27,540 New
Jane Street
31
Jane Street
New York
$805K +$801K +27,095 New
DIA
32
Dana Investment Advisors
Wisconsin
$708K -$13.1K -444 -2%
KWM
33
KFG Wealth Management
Indiana
$616K +$612K +20,723 New
AWS
34
Atria Wealth Solutions
New York
$601K -$522K -17,661 -47%
SWM
35
Spire Wealth Management
Virginia
$599K
SEP
36
Southland Equity Partners
Missouri
$589K
RJA
37
Raymond James & Associates
Florida
$582K
CPIG
38
Chicago Partners Investment Group
Illinois
$570K
MFG
39
MTM Financial Group
Pennsylvania
$524K
MWM
40
Maltin Wealth Management
New Jersey
$509K +$13.7K +465 +3%
WIA
41
World Investment Advisors
California
$491K +$6.5K +220 +1%
LPL Financial
42
LPL Financial
California
$481K -$103K -3,500 -18%
JSL
43
JT Stratford LLC
Georgia
$468K
WKSWA
44
White Knight Strategic Wealth Advisors
New Jersey
$465K -$54.3K -1,838 -11%
OIA
45
OneDigital Investment Advisors
Kansas
$447K +$445K +15,044 New
TWM
46
TriaGen Wealth Management
California
$433K +$18.1K +614 +4%
MCC
47
Money Concepts Capital
Florida
$428K +$304K +10,271 +248%
DI
48
Diligent Investors
California
$413K
AFP
49
Ausdal Financial Partners
Iowa
$397K +$395K +13,376 New
OCM
50
Orion Capital Management
California
$394K -$23.6K -800 -6%