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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
CP
76
Castleview Partners
Texas
$7.46K
LFG
77
Larson Financial Group
Missouri
$1.96K -$2.93K -96 -60%
AIA
78
Acute Investment Advisory
Arizona
-$14.6M -491,697 Closed
W
79
Wealthquest
Ohio
-$5.68M -191,052 Closed
MW
80
MBL Wealth
North Carolina
-$3.37M -113,458 Closed
CFS
81
CRA Financial Services
New Jersey
-$2.42M -81,361 Closed
SIA
82
Soltis Investment Advisors
Utah
-$2.17M -73,008 Closed
RFG
83
Range Financial Group
Oregon
-$1.08M -36,408 Closed
PWA
84
Pillar Wealth Advisors
Pennsylvania
-$818K -27,549 Closed
Jane Street
85
Jane Street
New York
-$805K -27,095 Closed
WIA
86
World Investment Advisors
California
-$491K -16,520 Closed
TWM
87
TriaGen Wealth Management
California
-$433K -14,566 Closed
MCC
88
Money Concepts Capital
Florida
-$428K -14,406 Closed
SCA
89
Southern Capital Advisors
Tennessee
-$380K -12,804 Closed
SWP
90
Summit Wealth Partners
Florida
-$375K -12,616 Closed
MA
91
MAS Advisors
Florida
-$329K -11,083 Closed
VT
92
Vise Technologies
New York
-$328K -11,042 Closed
PCS
93
Personal CFO Solutions
New Jersey
-$291K -9,801 Closed
MFGM
94
Marshall Financial Group (Maryland)
Maryland
-$285K -9,590 Closed
JWBC
95
John W. Brooker & Co
California
-$217K -7,300 Closed
TF
96
Trek Financial
Arizona
-$205K -6,902 Closed
GSIAS
97
Garden State Investment Advisory Services
New Jersey
-$204K -6,862 Closed
MML Investors Services
98
MML Investors Services
Massachusetts
-$203K -6,843 Closed
USCWA
99
U.S. Capital Wealth Advisors
Texas
-$65.1K -2,190 Closed
JGCM
100
Joseph Group Capital Management
Ohio
-$57K -1,912 Closed