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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
MML Investors Services
76
MML Investors Services
Massachusetts
$203K -$340K -11,504 -63%
UBS Group
77
UBS Group
Switzerland
$152K +$8.93K +302 +6%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$150K -$64.3K -2,177 -30%
Morgan Stanley
79
Morgan Stanley
New York
$131K +$48.8K +1,650 +60%
AAP
80
Arax Advisory Partners
Colorado
$90K
USCWA
81
U.S. Capital Wealth Advisors
Texas
$65.1K +$64.7K +2,190 New
JGCM
82
Joseph Group Capital Management
Ohio
$57K +$56.5K +1,912 New
SWM
83
Sugarloaf Wealth Management
Georgia
$50.5K +$50.2K +1,700 New
CAL
84
Capital Analysts LLC
Pennsylvania
$33K
AWM
85
Accurate Wealth Management
Florida
$13.3K +$13.1K +443 New
BWM
86
Baystate Wealth Management
Massachusetts
$12K
CP
87
Castleview Partners
Texas
$7.13K
LFG
88
Larson Financial Group
Missouri
$4.72K +$4.7K +159 New
CA
89
CoreCap Advisors
Michigan
$297 +$296 +10 New
RA
90
RFG Advisory
Alabama
-$8.58M -290,690 Closed
BWM
91
BCGM Wealth Management
Indiana
-$4.29M -145,622 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$1.72M -58,814 Closed
ICG
93
InterOcean Capital Group
Tennessee
-$1.45M -49,668 Closed
PWM
94
Palumbo Wealth Management
New York
-$786K -26,928 Closed
SAF
95
Smith Anglin Financial
Texas
-$734K -25,149 Closed
AA
96
Advisory Alpha
Michigan
-$478K -16,375 Closed
Wolverine Trading
97
Wolverine Trading
Illinois
-$400K -13,677 Closed
FA
98
Fermata Advisors
California
-$367K -12,565 Closed
ASN
99
Advisory Services Network
Georgia
-$335K -11,330 Closed
AWM
100
AE Wealth Management
Kansas
-$279K -9,573 Closed