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Innovator US Equity Ultra Buffer ETF January

69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 48.35%49.33% (+0.98%)

3% less funds holding

Funds holding: 7169 (-2)

13% less capital invested

Capital invested by funds: $67.7M → $58.6M (-$9.08M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$215K
DFA
52
DHJJ Financial Advisors
Illinois
$204K -$11.2K -340 -5%
MML Investors Services
53
MML Investors Services
Massachusetts
$201K -$41.7K -1,268 -17%
OCM
54
Orion Capital Management
California
$169K +$170K +5,183 New
Morgan Stanley
55
Morgan Stanley
New York
$125K
JP Morgan Chase
56
JP Morgan Chase
New York
$119K +$103K +3,140 +434%
SS
57
Sunbelt Securities
Texas
$118K
SWM
58
Sugarloaf Wealth Management
Georgia
$55.4K
UBS Group
59
UBS Group
Switzerland
$42.9K +$14.8K +450 +52%
CAL
60
Capital Analysts LLC
Pennsylvania
$36K
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$32.6K
AAP
62
Arax Advisory Partners
Colorado
$30.2K -$69.1K -2,100 -69%
AWA
63
Authentikos Wealth Advisory
California
$13.6K +$13.8K +419 New
VAG
64
VisionPoint Advisory Group
Texas
$13.4K +$13.5K +411 New
BWM
65
Baystate Wealth Management
Massachusetts
$13.2K
CP
66
Castleview Partners
Texas
$7.82K
LF
67
Lee Financial
Texas
$2.08K +$2.1K +64 New
LFG
68
Larson Financial Group
Missouri
$2.05K
AF
69
Allworth Financial
California
$294
AWA
70
Arete Wealth Advisors
Illinois
-$1.08M -33,066 Closed
SAG
71
SageView Advisory Group
California
-$868K -26,509 Closed
Jane Street
72
Jane Street
New York
-$559K -17,072 Closed
MFG
73
MTM Financial Group
Pennsylvania
-$436K -13,326 Closed
EWM
74
Elmwood Wealth Management
California
-$376K -11,500 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
-$349K -10,650 Closed