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Innovator US Equity Ultra Buffer ETF January

101 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
30
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
76
Keystone Wealth Services
California
$204K +$204K +5,052 New
EWM
77
Elmwood Wealth Management
California
$202K +$202K +5,000 New
PS
78
Principal Securities
Iowa
$164K +$67.2K +1,662 +69%
OCM
79
Orion Capital Management
California
$161K
CA
80
CoreCap Advisors
Michigan
$157K -$6.23K -154 -4%
DFA
81
DHJJ Financial Advisors
Illinois
$152K -$5.46K -135 -3%
Morgan Stanley
82
Morgan Stanley
New York
$149K
Barclays
83
Barclays
United Kingdom
$148K +$94.5K +2,340 +177%
UBS Group
84
UBS Group
Switzerland
$141K +$117K +2,890 +495%
AWM
85
AE Wealth Management
Kansas
$100K -$35.6K -881 -26%
SS
86
Sunbelt Securities
Texas
$96.4K +$57.5K +1,475 +148%
AAS
87
Ameritas Advisory Services
Nebraska
$84.1K +$84.1K +2,079 New
FNWA
88
Financial Network Wealth Advisors
Utah
$72.9K +$41.3K +1,021 +131%
SPIA
89
Steward Partners Investment Advisory
New York
$56.2K +$13.6K +335 +32%
CAL
90
Capital Analysts LLC
Pennsylvania
$44K
AIC
91
Archer Investment Corporation
Indiana
$42.7K
AAP
92
Arax Advisory Partners
Colorado
$34.8K
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$28.3K -$12.1K -300 -30%
PWA
94
Physician Wealth Advisors
Utah
$23.7K
AG
95
AmeriFlex Group
Nevada
$21.3K +$21.3K +529 New
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.1K +$12.1K +300 New
ACA
97
Aptus Capital Advisors
Alabama
$12.1K +$12.1K +300 New
IA
98
IFP Advisors
Florida
$10.9K -$5.66K -140 -34%
WP
99
WealthShield Partners
North Carolina
$10.6K -$132K -3,275 -93%
NS
100
NBC Securities
Alabama
$6K