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Innovator US Equity Ultra Buffer ETF January

77 hedge funds and large institutions have $74.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 51.01%54.62% (+3.6%)

13% less funds holding

Funds holding: 8977 (-12)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

94% less capital invested

Capital invested by funds: $1.16B → $74.6M (-$1.09B)

Holders
77
Holders Change
-12
Holders Change %
-13.48%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
17
Reduced
26
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
26
Southland Equity Partners
Missouri
$609K -$6.99K -229 -1%
RJA
27
Raymond James & Associates
Florida
$609K
CPIG
28
Chicago Partners Investment Group
Illinois
$575K
HI
29
Harbour Investments
Wisconsin
$566K +$224K +7,344 +68%
IA
30
IFP Advisors
Florida
$536K -$1.47M -47,983 -69%
LPL Financial
31
LPL Financial
California
$505K +$1.44K +47 +0.3%
JSL
32
JT Stratford LLC
Georgia
$490K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$459K -$673K -22,035 -60%
DI
34
Diligent Investors
California
$432K
DIA
35
Dana Investment Advisors
Wisconsin
$424K -$312K -10,209 -43%
Citadel Advisors
36
Citadel Advisors
Florida
$416K +$409K +13,382 New
AFP
37
Ausdal Financial Partners
Iowa
$416K
MFG
38
MTM Financial Group
Pennsylvania
$414K -$132K -4,316 -24%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$376K +$80.6K +2,640 +28%
VA
40
Valmark Advisers
Ohio
$364K -$19.9K -650 -5%
EWM
41
Elmwood Wealth Management
California
$358K
BFC
42
Bedel Financial Consulting
Indiana
$353K -$12K -393 -3%
4WM
43
4J Wealth Management
Virginia
$353K -$3.18K -104 -0.9%
BCM
44
Brookstone Capital Management
Illinois
$350K -$10.2M -334,622 -97%
AAS
45
Avantax Advisory Services
Texas
$346K +$340K +11,133 New
SPC
46
Sigma Planning Corp
Michigan
$341K +$335K +10,961 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$331K +$325K +10,650 New
OCM
48
Orion Capital Management
California
$326K -$85.1K -2,787 -21%
WKSWA
49
White Knight Strategic Wealth Advisors
New Jersey
$323K -$160K -5,251 -34%
XF
50
XML Financial
Maryland
$313K