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Innovator US Equity Ultra Buffer ETF January

82 hedge funds and large institutions have $402M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more capital invested

Capital invested by funds: $98.4M → $402M (+$304M)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 7982 (+3)

0.83% more ownership

Funds ownership: 60.11%60.94% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 36

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$324K -$32.4K -842 -9%
AAS
52
Avantax Advisory Services
Texas
$301K
TF
53
Trek Financial
Arizona
$295K -$13.4K -348 -4%
RA
54
RFG Advisory
Alabama
$269K -$392K -10,174 -60%
AWS
55
Atria Wealth Solutions
New York
$268K
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$219K -$2.66K -69 -1%
VWA
57
Visionary Wealth Advisors
Illinois
$218K
FA
58
FC Advisory
Pennsylvania
$217K +$215K +5,580 New
DFA
59
DHJJ Financial Advisors
Illinois
$204K -$39.1K -1,015 -16%
OCM
60
Orion Capital Management
California
$155K +$153K +3,983 New
Barclays
61
Barclays
United Kingdom
$148K +$144K +3,748 +7,208%
Morgan Stanley
62
Morgan Stanley
New York
$143K
AWM
63
AE Wealth Management
Kansas
$133K +$132K +3,423 New
SFGP
64
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$128K +$127K +3,290 New
SPIA
65
Steward Partners Investment Advisory
New York
$102K
SS
66
Sunbelt Securities
Texas
$96.3K
PS
67
Principal Securities
Iowa
$93.2K -$1.93K -50 -2%
SWM
68
Sugarloaf Wealth Management
Georgia
$66.2K
AAP
69
Arax Advisory Partners
Colorado
$46.7K +$14.8K +385 +47%
CAL
70
Capital Analysts LLC
Pennsylvania
$43K
AIC
71
Archer Investment Corporation
Indiana
$41.2K -$21.8K -566 -35%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$39K
Wells Fargo
73
Wells Fargo
California
$30.3K
CFGS
74
Concourse Financial Group Securities
Alabama
$24.2K +$9.29K +241 +65%
PWA
75
Physician Wealth Advisors
Utah
$22.8K +$22.6K +586 New