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Innovator US Equity Ultra Buffer ETF January

72 hedge funds and large institutions have $141M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

311% more capital invested

Capital invested by funds: $34.2M → $141M (+$106M)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

67% more funds holding

Funds holding: 4372 (+29)

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

9.17% more ownership

Funds ownership: 46.55%55.73% (+9.2%)

Holders
72
Holders Change
+29
Holders Change %
+67.44%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
32
Increased
21
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
51
Wealthquest
Ohio
$363K
SHIM
52
Stone House Investment Management
Pennsylvania
$362K +$360K +11,705 New
AWM
53
AE Wealth Management
Kansas
$340K +$339K +11,001 New
Citadel Advisors
54
Citadel Advisors
Florida
$329K +$328K +10,647 New
FWM
55
Frontier Wealth Management
Missouri
$326K +$328K +10,650 New
XF
56
XML Financial
Maryland
$312K
AW
57
ACG Wealth
Georgia
$309K +$308K +10,000 New
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$297K +$295K +9,590 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$293K -$15.6K -506 -5%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$292K +$155K +5,050 +115%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$292K +$291K +9,443 New
W
62
WorthPointe
California
$251K +$250K +8,113 New
CWM
63
CCG Wealth Management
California
$235K
BTWM
64
Baker Tilly Wealth Management
Wisconsin
$203K
AAP
65
Arax Advisory Partners
Colorado
$138K -$39.8K -1,292 -22%
BWM
66
Baystate Wealth Management
Massachusetts
$110K
WCAMG
67
Woodard & Company Asset Management Group
North Carolina
$93K +$92.3K +3,000 New
MCC
68
Money Concepts Capital
Florida
$92K +$91.8K +2,982 New
Morgan Stanley
69
Morgan Stanley
New York
$85K -$14.6K -475 -15%
JWBC
70
John W. Brooker & Co
California
$22K +$21.5K +700 New
CP
71
Castleview Partners
Texas
$7K -$691K -22,440 -99%
UBS Group
72
UBS Group
Switzerland
$7K +$6.53K +212 New
SCA
73
Snowden Capital Advisors
New York
-$104K -3,300 Closed
CWP
74
Concord Wealth Partners
Virginia
-$10K -314 Closed