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Innovator US Equity Ultra Buffer ETF January

82 hedge funds and large institutions have $402M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more capital invested

Capital invested by funds: $98.4M → $402M (+$304M)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 7982 (+3)

0.83% more ownership

Funds ownership: 60.11%60.94% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 36

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$777K -$368K -9,562 -32%
MWM
27
Maltin Wealth Management
New Jersey
$768K
MW
28
MBL Wealth
North Carolina
$756K -$8.71K -226 -1%
AWA
29
Arete Wealth Advisors
Illinois
$737K +$320K +8,301 +78%
CVA
30
Central Valley Advisors
California
$733K +$476K +12,364 +191%
KWM
31
KFG Wealth Management
Indiana
$730K -$361K -9,382 -33%
SEP
32
Southland Equity Partners
Missouri
$728K
MML Investors Services
33
MML Investors Services
Massachusetts
$716K -$370K -9,609 -34%
CPIG
34
Chicago Partners Investment Group
Illinois
$683K
WTFG
35
Wood Tarver Financial Group
Idaho
$632K +$625K +16,228 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$591K -$282K -7,325 -33%
JSL
37
JT Stratford LLC
Georgia
$570K
DI
38
Diligent Investors
California
$541K
Citadel Advisors
39
Citadel Advisors
Florida
$527K +$80.8K +2,098 +18%
CCAL
40
City Center Advisors LLC
Michigan
$516K +$5.32K +138 +1%
Jane Street
41
Jane Street
New York
$471K -$948K -24,616 -67%
VA
42
Valmark Advisers
Ohio
$456K
HI
43
Harbour Investments
Wisconsin
$427K -$6.01K -156 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$415K +$410K +10,654 New
MCC
45
Money Concepts Capital
Florida
$385K -$4.66K -121 -1%
CA
46
Continuum Advisory
Idaho
$378K
BFC
47
Bedel Financial Consulting
Indiana
$373K -$3.89K -101 -1%
TWM
48
Tradition Wealth Management
Minnesota
$331K -$1.9M -49,360 -85%
TC
49
TownSquare Capital
Utah
$329K -$62.8K -1,629 -16%
XF
50
XML Financial
Maryland
$329K -$4.97K -129 -2%