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Innovator US Equity Ultra Buffer ETF January

87 hedge funds and large institutions have $165M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 53.63%55.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 9187 (-4)

9% less capital invested

Capital invested by funds: $182M → $165M (-$17.1M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
20
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMS
51
Wealth Management Solutions
Pennsylvania
$421K +$188K +6,388 +80%
OCM
52
Orion Capital Management
California
$411K -$90.9K -3,085 -18%
SWP
53
Summit Wealth Partners
Florida
$407K
TWM
54
TriaGen Wealth Management
California
$407K +$411K +13,952 New
DI
55
Diligent Investors
California
$405K
Wolverine Trading
56
Wolverine Trading
Illinois
$400K +$403K +13,677 New
PCS
57
Personal CFO Solutions
New Jersey
$383K -$124K -4,213 -24%
SCA
58
Southern Capital Advisors
Tennessee
$377K -$12.1K -412 -3%
FA
59
Fermata Advisors
California
$367K -$210K -7,125 -36%
VA
60
Valmark Advisers
Ohio
$361K
BFC
61
Bedel Financial Consulting
Indiana
$357K -$35.7K -1,212 -9%
MA
62
MAS Advisors
Florida
$346K +$349K +11,851 New
4WM
63
4J Wealth Management
Virginia
$334K +$25.4K +862 +8%
ASN
64
Advisory Services Network
Georgia
$331K -$6.28K -213 -2%
HI
65
Harbour Investments
Wisconsin
$316K
VWA
66
Visionary Wealth Advisors
Illinois
$306K -$5.16K -175 -2%
XF
67
XML Financial
Maryland
$294K
AW
68
ACG Wealth
Georgia
$292K
MFGM
69
Marshall Financial Group (Maryland)
Maryland
$280K
AWM
70
AE Wealth Management
Kansas
$279K -$59.7K -2,024 -17%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$276K
Citadel Advisors
72
Citadel Advisors
Florida
$273K -$548K -18,590 -67%
ML
73
McAdam LLC
Pennsylvania
$244K +$247K +8,370 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$241K +$244K +8,264 New
W
75
WorthPointe
California
$237K