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Innovator US Equity Ultra Buffer ETF January

103 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% more funds holding

Funds holding: 96103 (+7)

1.7% more ownership

Funds ownership: 60.72%62.42% (+1.7%)

4% more capital invested

Capital invested by funds: $125M → $130M (+$5.12M)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
29
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
76
Ballast Rock Private Wealth
South Carolina
$223K +$219K +5,150 New
EWM
77
Elmwood Wealth Management
California
$216K
FA
78
FC Advisory
Pennsylvania
$205K +$202K +4,734 New
MFG
79
MTM Financial Group
Pennsylvania
$205K -$9.79K -230 -5%
OCM
80
Orion Capital Management
California
$172K
AWM
81
AE Wealth Management
Kansas
$161K +$48.8K +1,145 +45%
KFAS
82
Keating Financial Advisory Services
Kansas
$147K +$145K +3,398 New
DFA
83
DHJJ Financial Advisors
Illinois
$128K -$34.1K -800 -21%
CA
84
CoreCap Advisors
Michigan
$117K -$4.17K -98 -3%
FNWA
85
Financial Network Wealth Advisors
Utah
$104K +$6.43K +151 +7%
Morgan Stanley
86
Morgan Stanley
New York
$103K +$37.1K +871 +58%
SPIA
87
Steward Partners Investment Advisory
New York
$60.1K
CAL
88
Capital Analysts LLC
Pennsylvania
$47K
AIC
89
Archer Investment Corporation
Indiana
$45.7K
SS
90
Sunbelt Securities
Texas
$43.3K
OC
91
Optima Capital
Oregon
$32.2K +$31.7K +744 New
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$30.3K
PWA
93
Physician Wealth Advisors
Utah
$25.4K
GWM
94
Gilpin Wealth Management
Colorado
$21.6K +$21.3K +500 New
AAP
95
Arax Advisory Partners
Colorado
$20.5K +$20.2K +475 New
ACA
96
Aptus Capital Advisors
Alabama
$13K
IA
97
IFP Advisors
Florida
$11.7K
WP
98
WealthShield Partners
North Carolina
$11.4K
NS
99
NBC Securities
Alabama
$7.18K
UBS Group
100
UBS Group
Switzerland
$6.58K -$12.9K -304 -67%