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Innovator US Equity Ultra Buffer ETF January

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

132% more capital invested

Capital invested by funds: $56M → $130M (+$73.8M)

26% more funds holding

Funds holding: 6987 (+18)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

17.83% less ownership

Funds ownership: 82.06%64.23% (-18%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.09M +$564K +16,021 +112%
AWA
27
Arete Wealth Advisors
Illinois
$1.05M -$4.3K -122 -0.4%
AWM
28
Accurate Wealth Management
Florida
$1.02M +$72.4K +2,054 +8%
MML Investors Services
29
MML Investors Services
Massachusetts
$1M +$760K +21,580 +347%
DIM
30
Delta Investment Management
California
$947K +$446K +12,672 +93%
Jane Street
31
Jane Street
New York
$894K +$872K +24,761 New
CAG
32
Compass Advisory Group
New York
$837K -$121K -3,447 -13%
NFG
33
Nations Financial Group
Iowa
$784K +$765K +21,726 New
MWM
34
Maltin Wealth Management
New Jersey
$724K
SEP
35
Southland Equity Partners
Missouri
$675K
OMC
36
Old Mission Capital
Illinois
$661K +$645K +18,319 New
CPIG
37
Chicago Partners Investment Group
Illinois
$624K
KAS
38
Kestra Advisory Services
Texas
$622K +$607K +17,234 New
RA
39
RFG Advisory
Alabama
$619K +$604K +17,152 New
MCC
40
Money Concepts Capital
Florida
$598K -$12K -340 -2%
JSL
41
JT Stratford LLC
Georgia
$552K -$16.6K -470 -3%
DI
42
Diligent Investors
California
$501K
RJFSA
43
Raymond James Financial Services Advisors
Florida
$489K +$17.1K +486 +4%
CCAL
44
City Center Advisors LLC
Michigan
$481K +$469K +13,324 New
IA
45
IFP Advisors
Florida
$462K +$131K +3,727 +41%
HI
46
Harbour Investments
Wisconsin
$433K +$117K +3,310 +38%
VA
47
Valmark Advisers
Ohio
$423K
DLHL
48
Donald L. Hagan LLC
Florida
$389K
CAN
49
Cetera Advisor Networks
California
$373K -$33.3K -944 -8%
XF
50
XML Financial
Maryland
$360K -$17.2K -487 -5%