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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
DFA
76
DHJJ Financial Advisors
Illinois
$231K -$41K -1,390 -15%
Truist Financial
77
Truist Financial
North Carolina
$222K -$20.6K -700 -8%
JWBC
78
John W. Brooker & Co
California
$213K +$44.2K +1,500 +26%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$211K -$56.5K -1,915 -21%
UBS Group
80
UBS Group
Switzerland
$141K +$91.6K +3,108 +181%
MCC
81
Money Concepts Capital
Florida
$121K
AAP
82
Arax Advisory Partners
Colorado
$88K
Morgan Stanley
83
Morgan Stanley
New York
$80K
CAL
84
Capital Analysts LLC
Pennsylvania
$32K
BWM
85
Baystate Wealth Management
Massachusetts
$12K -$92.4K -3,134 -89%
BA
86
Bellwether Advisors
Nebraska
$10K -$236 -8 -2%
CP
87
Castleview Partners
Texas
$7K -$154K -5,228 -96%
CA
88
Corrado Advisors
New Jersey
-$1.52M -52,120 Closed
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
-$785K -26,973 Closed
Jane Street
90
Jane Street
New York
-$730K -25,060 Closed
TW
91
Transform Wealth
Colorado
-$429K -14,716 Closed
SHIM
92
Stone House Investment Management
Pennsylvania
-$341K -11,705 Closed
CWM
93
CCG Wealth Management
California
-$221K -7,600 Closed
TF
94
Trek Financial
Arizona
-$206K -7,065 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
-$103K -3,536 Closed
CCM
96
Covington Capital Management
California
-$58K -2,000 Closed
WCAMG
97
Woodard & Company Asset Management Group
North Carolina
-$29K -1,000 Closed