We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January

87 hedge funds and large institutions have $165M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 53.63%55.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 9187 (-4)

9% less capital invested

Capital invested by funds: $182M → $165M (-$17.1M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
20
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$16.6M -$526K -17,853 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14M +$1.08M +36,588 +8%
SB
3
Strategic Blueprint
Georgia
$11.5M -$232K -7,882 -2%
CAG
4
Compass Advisory Group
New York
$11.1M +$4.59M +155,680 +69%
BCM
5
Brookstone Capital Management
Illinois
$10.1M -$6.52M -221,248 -39%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.55M +$683K +23,172 +8%
RA
7
RFG Advisory
Alabama
$8.58M -$237K -8,033 -3%
OMC
8
Old Mission Capital
Illinois
$5.79M +$4.47M +151,757 +326%
W
9
Wealthquest
Ohio
$5.06M +$727K +24,653 +17%
AIA
10
Acute Investment Advisory
Arizona
$4.91M +$353K +11,977 +8%
CFS
11
CRA Financial Services
New Jersey
$4.49M -$364K -12,340 -7%
BWM
12
BCGM Wealth Management
Indiana
$4.29M -$24.4K -829 -0.6%
MW
13
MBL Wealth
North Carolina
$3.69M -$3.94M -133,813 -51%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.58M -$674K -22,867 -16%
DLHL
15
Donald L. Hagan LLC
Florida
$3.34M -$83.3K -2,827 -2%
CAN
16
Cetera Advisor Networks
California
$3M -$1.4M -47,394 -32%
AIC
17
Archer Investment Corporation
Indiana
$2.65M -$39.9K -1,353 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.54M -$4.79M -162,539 -65%
BMM
19
Berkshire Money Management
Massachusetts
$2.42M -$7.01M -237,751 -74%
BAM
20
Belpointe Asset Management
Nevada
$1.79M +$1.81M +61,446 New
CFCI
21
Comprehensive Financial Consultants Institutional
Indiana
$1.76M +$123K +4,172 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.72M +$1.26M +42,874 +269%
IA
23
IFP Advisors
Florida
$1.71M +$105K +3,550 +6%
AAS
24
Ameritas Advisory Services
Nebraska
$1.67M -$42.2K -1,433 -2%
ICG
25
InterOcean Capital Group
Tennessee
$1.45M -$532K -18,050 -27%