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Innovator US Equity Ultra Buffer ETF January

69 hedge funds and large institutions have $56M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32.73% more ownership

Funds ownership: 49.33%82.06% (+33%)

0% more funds holding

Funds holding: 6969 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less capital invested

Capital invested by funds: $58.6M → $56M (-$2.62M)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
26
JT Stratford LLC
Georgia
$543K
LPL Financial
27
LPL Financial
California
$491K -$110K -3,305 -19%
DI
28
Diligent Investors
California
$478K
DIM
29
Delta Investment Management
California
$467K +$159K +4,747 +54%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$450K -$57.6K -1,724 -12%
BCM
31
Brookstone Capital Management
Illinois
$443K -$12.6K -377 -3%
VA
32
Valmark Advisers
Ohio
$404K
CAN
33
Cetera Advisor Networks
California
$388K -$97.8K -2,925 -21%
DLHL
34
Donald L. Hagan LLC
Florida
$371K
XF
35
XML Financial
Maryland
$360K
BFC
36
Bedel Financial Consulting
Indiana
$334K
FIA
37
Foundations Investment Advisors
Arizona
$318K +$1.4K +42 +0.5%
MAM
38
Milestone Asset Management
Pennsylvania
$313K +$1.4K +42 +0.5%
IA
39
IFP Advisors
Florida
$312K
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$309K +$23.2K +695 +8%
KWM
41
Kingsview Wealth Management
Oregon
$308K -$10.4K -312 -3%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$303K
HI
43
Harbour Investments
Wisconsin
$299K -$169K -5,059 -37%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$299K +$290K +8,680 New
AAS
45
Avantax Advisory Services
Texas
$293K -$85.8K -2,566 -23%
PFG
46
Prosperity Financial Group
California
$276K
Morgan Stanley
47
Morgan Stanley
New York
$263K +$128K +3,825 +100%
AWS
48
Atria Wealth Solutions
New York
$237K -$2.24K -67 -1%
VWA
49
Visionary Wealth Advisors
Illinois
$227K
DFA
50
DHJJ Financial Advisors
Illinois
$216K