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Innovator US Equity Ultra Buffer ETF January

72 hedge funds and large institutions have $141M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

311% more capital invested

Capital invested by funds: $34.2M → $141M (+$106M)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

67% more funds holding

Funds holding: 4372 (+29)

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

9.17% more ownership

Funds ownership: 46.55%55.73% (+9.2%)

Holders
72
Holders Change
+29
Holders Change %
+67.44%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
32
Increased
21
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$18.4M +$17.1M +556,116 +1,429%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.5M +$8.68M +281,965 +232%
BMM
3
Berkshire Money Management
Massachusetts
$10.3M +$10.2M +331,995 New
SB
4
Strategic Blueprint
Georgia
$9.15M +$5.82M +189,166 +177%
BCM
5
Brookstone Capital Management
Illinois
$7.49M +$7.53M +244,742 New
MW
6
MBL Wealth
North Carolina
$6.75M +$6.72M +218,254 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.89M +$5.32M +172,971 +937%
HCM
8
Hudson Capital Management
New Jersey
$5.53M +$5.5M +178,823 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.41M +$4.07M +132,135 +310%
AIA
10
Acute Investment Advisory
Arizona
$4.69M +$4.66M +151,498 New
DLHL
11
Donald L. Hagan LLC
Florida
$3.9M +$3.88M +126,050 New
HighTower Advisors
12
HighTower Advisors
Illinois
$3.65M +$2.33M +75,564 +178%
CAN
13
Cetera Advisor Networks
California
$3.44M +$2.6M +84,353 +313%
CFS
14
CRA Financial Services
New Jersey
$3.16M +$3.14M +102,088 New
BWM
15
BCGM Wealth Management
Indiana
$3.01M +$3.12M +101,280 New
CAG
16
Compass Advisory Group
New York
$2.91M +$1.97M +64,161 +215%
AIC
17
Archer Investment Corporation
Indiana
$2.85M +$2.37M +77,104 +489%
AAS
18
Ameritas Advisory Services
Nebraska
$1.93M +$1.91M +62,210 New
MWM
19
Maltin Wealth Management
New Jersey
$1.88M -$821K -26,667 -30%
AA
20
Advisory Alpha
Michigan
$1.7M +$1.69M +54,899 New
IA
21
IFP Advisors
Florida
$1.63M +$1.97M +64,011 +16,371%
CFCI
22
Comprehensive Financial Consultants Institutional
Indiana
$1.55M +$229K +7,438 +17%
TF
23
Trek Financial
Arizona
$1.3M +$1.29M +41,886 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.23M +$372K +12,087 +44%
DIA
25
Dana Investment Advisors
Wisconsin
$987K +$982K +31,906 New