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Innovator US Equity Ultra Buffer ETF January

69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 48.35%49.33% (+0.98%)

3% less funds holding

Funds holding: 7169 (-2)

13% less capital invested

Capital invested by funds: $67.7M → $58.6M (-$9.08M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$447K +$451K +13,725 New
CPIG
27
Chicago Partners Investment Group
Illinois
$439K -$156K -4,746 -26%
AFP
28
Ausdal Financial Partners
Iowa
$436K
BCM
29
Brookstone Capital Management
Illinois
$432K +$58.9K +1,790 +16%
TC
30
TownSquare Capital
Utah
$405K +$409K +12,430 New
VA
31
Valmark Advisers
Ohio
$382K
SWM
32
Spire Wealth Management
Virginia
$370K -$33 -1 -0%
AAS
33
Avantax Advisory Services
Texas
$361K +$5.56K +169 +2%
DLHL
34
Donald L. Hagan LLC
Florida
$351K -$2.82M -85,600 -89%
XF
35
XML Financial
Maryland
$341K +$12.7K +385 +4%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$326K
BFC
37
Bedel Financial Consulting
Indiana
$316K -$3.13K -95 -1%
KWM
38
Kingsview Wealth Management
Oregon
$301K -$46.7K -1,421 -13%
FIA
39
Foundations Investment Advisors
Arizona
$295K +$298K +9,063 New
MAM
40
Milestone Asset Management
Pennsylvania
$295K
IA
41
IFP Advisors
Florida
$295K +$57.4K +1,745 +24%
CA
42
Continuum Advisory
Idaho
$292K +$295K +8,955 New
DIM
43
Delta Investment Management
California
$287K
MSFS
44
Main Street Financial Solutions
Pennsylvania
$287K
MCC
45
Money Concepts Capital
Florida
$275K
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$270K +$64.5K +1,960 +31%
PFG
47
Prosperity Financial Group
California
$261K -$11.5K -350 -4%
4WM
48
4J Wealth Management
Virginia
$257K -$113K -3,450 -30%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$239K -$32K -972 -12%
AWS
50
Atria Wealth Solutions
New York
$227K