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Innovator US Equity Ultra Buffer ETF January

77 hedge funds and large institutions have $74.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 51.01%54.62% (+3.6%)

13% less funds holding

Funds holding: 8977 (-12)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

94% less capital invested

Capital invested by funds: $1.16B → $74.6M (-$1.09B)

Holders
77
Holders Change
-12
Holders Change %
-13.48%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
17
Reduced
26
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$311K
WMS
52
Wealth Management Solutions
Pennsylvania
$300K -$5.13K -168 -2%
MAM
53
Milestone Asset Management
Pennsylvania
$282K +$19.5K +637 +8%
BAM
54
Belpointe Asset Management
Nevada
$274K -$103K -3,381 -28%
DIM
55
Delta Investment Management
California
$274K +$269K +8,807 New
MSFS
56
Main Street Financial Solutions
Pennsylvania
$274K -$107K -3,500 -28%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$273K +$114K +3,730 +74%
Wolverine Trading
58
Wolverine Trading
Illinois
$264K +$261K +8,550 New
PFG
59
Prosperity Financial Group
California
$261K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$241K +$237K +7,767 New
DFA
61
DHJJ Financial Advisors
Illinois
$224K
TCM
62
Triumph Capital Management
Colorado
$207K -$976K -31,952 -83%
VWA
63
Visionary Wealth Advisors
Illinois
$205K -$30.5K -1,000 -13%
Morgan Stanley
64
Morgan Stanley
New York
$137K
SS
65
Sunbelt Securities
Texas
$135K +$134K +4,380 New
AAP
66
Arax Advisory Partners
Colorado
$94.1K
SWM
67
Sugarloaf Wealth Management
Georgia
$52.9K
WIM
68
WealthPlan Investment Management
Nebraska
$50.7K +$49.8K +1,630 New
GTAM
69
Global Trust Asset Management
Florida
$40.4K +$39.7K +1,300 New
CAL
70
Capital Analysts LLC
Pennsylvania
$34K
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$31.1K +$30.5K +1,000 New
UBS Group
72
UBS Group
Switzerland
$24.9K -$132K -4,329 -84%
WP
73
WealthPLAN Partners
Nebraska
$21K +$20.6K +675 New
BWM
74
Baystate Wealth Management
Massachusetts
$12.6K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$9.01K -$370K -12,124 -4%