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Innovator US Equity Ultra Buffer ETF January

89 hedge funds and large institutions have $1.16B invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more capital invested

Capital invested by funds: $165M → $1.16B (+$998M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 8789 (+2)

4.16% less ownership

Funds ownership: 55.17%51.01% (-4.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 37

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
14
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Southern Capital Advisors
Tennessee
$380K -$3.63K -123 -1%
SWP
52
Summit Wealth Partners
Florida
$375K -$39.3K -1,330 -10%
VA
53
Valmark Advisers
Ohio
$368K
MSFS
54
Main Street Financial Solutions
Pennsylvania
$365K -$251K -8,500 -41%
BAM
55
Belpointe Asset Management
Nevada
$363K -$1.46M -49,237 -80%
BFC
56
Bedel Financial Consulting
Indiana
$349K -$10.3K -347 -3%
EWM
57
Elmwood Wealth Management
California
$342K -$177K -6,000 -34%
4WM
58
4J Wealth Management
Virginia
$340K
MA
59
MAS Advisors
Florida
$329K -$22.7K -768 -6%
VT
60
Vise Technologies
New York
$328K +$326K +11,042 New
HI
61
Harbour Investments
Wisconsin
$322K
XF
62
XML Financial
Maryland
$299K
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$297K +$296K +10,000 New
WMS
64
Wealth Management Solutions
Pennsylvania
$292K -$136K -4,599 -32%
PCS
65
Personal CFO Solutions
New Jersey
$291K -$98.2K -3,321 -25%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$285K
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$280K
Truist Financial
68
Truist Financial
North Carolina
$273K +$46.3K +1,568 +21%
MAM
69
Milestone Asset Management
Pennsylvania
$258K +$249K +8,426 New
PFG
70
Prosperity Financial Group
California
$249K +$248K +8,386 New
VWA
71
Visionary Wealth Advisors
Illinois
$226K -$85.7K -2,900 -28%
JWBC
72
John W. Brooker & Co
California
$217K
DFA
73
DHJJ Financial Advisors
Illinois
$214K -$20.2K -684 -9%
TF
74
Trek Financial
Arizona
$205K +$204K +6,902 New
GSIAS
75
Garden State Investment Advisory Services
New Jersey
$204K +$203K +6,862 New