We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January

89 hedge funds and large institutions have $1.16B invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more capital invested

Capital invested by funds: $165M → $1.16B (+$998M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 8789 (+2)

4.16% less ownership

Funds ownership: 55.17%51.01% (-4.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

62% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 37

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
14
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.04B -$93.4K -3,161 -8%
AIA
2
Acute Investment Advisory
Arizona
$14.6M +$9.56M +323,568 +192%
SB
3
Strategic Blueprint
Georgia
$12M +$338K +11,422 +3%
BCM
4
Brookstone Capital Management
Illinois
$10.4M -$39.5K -1,335 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.3M -$415K -14,045 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.97M -$5.24M -177,396 -37%
W
7
Wealthquest
Ohio
$5.68M +$526K +17,795 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.98M +$3.96M +133,952 New
MW
9
MBL Wealth
North Carolina
$3.37M -$387K -13,098 -10%
OMC
10
Old Mission Capital
Illinois
$3.28M -$2.6M -87,818 -44%
DLHL
11
Donald L. Hagan LLC
Florida
$2.9M -$496K -16,786 -15%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.82M -$817K -27,658 -23%
BMM
13
Berkshire Money Management
Massachusetts
$2.43M -$39.9K -1,351 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.42M -$156K -5,291 -6%
CFS
15
CRA Financial Services
New Jersey
$2.42M -$2.14M -72,480 -47%
SIA
16
Soltis Investment Advisors
Utah
$2.17M -$14.6M -494,954 -87%
AIC
17
Archer Investment Corporation
Indiana
$1.84M -$852K -28,827 -32%
CFCI
18
Comprehensive Financial Consultants Institutional
Indiana
$1.79M -$23.6K -798 -1%
CAN
19
Cetera Advisor Networks
California
$1.79M -$1.25M -42,362 -41%
IA
20
IFP Advisors
Florida
$1.75M +$37.4K +1,266 +2%
AAS
21
Ameritas Advisory Services
Nebraska
$1.7M -$2.01K -68 -0.1%
PCA
22
Prosperity Capital Advisors
Ohio
$1.64M +$1.63M +55,295 New
CAG
23
Compass Advisory Group
New York
$1.48M -$9.84M -332,919 -87%
CA
24
Cetera Advisors
Colorado
$1.47M +$665K +22,501 +83%
TCM
25
Triumph Capital Management
Colorado
$1.15M +$91.2K +3,087 +9%