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Innovator US Equity Ultra Buffer ETF January

77 hedge funds and large institutions have $74.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 51.01%54.62% (+3.6%)

13% less funds holding

Funds holding: 8977 (-12)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

94% less capital invested

Capital invested by funds: $1.16B → $74.6M (-$1.09B)

Holders
77
Holders Change
-12
Holders Change %
-13.48%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
17
Reduced
26
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Strategic Blueprint
Georgia
$12.2M -$382K -12,493 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.83M +$93.3K +3,056 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.84M -$315K -10,305 -8%
PCA
4
Prosperity Capital Advisors
Ohio
$3.3M +$1.55M +50,715 +92%
DLHL
5
Donald L. Hagan LLC
Florida
$3.14M +$102K +3,348 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.56M +$22.9K +749 +0.9%
BMM
7
Berkshire Money Management
Massachusetts
$2.54M
Truist Financial
8
Truist Financial
North Carolina
$2.52M +$2.19M +71,736 +782%
CA
9
Cetera Advisors
Colorado
$2.36M +$800K +26,186 +53%
AIC
10
Archer Investment Corporation
Indiana
$2.01M +$81.8K +2,680 +4%
CFCI
11
Comprehensive Financial Consultants Institutional
Indiana
$1.84M
AAS
12
Ameritas Advisory Services
Nebraska
$1.61M -$175K -5,727 -10%
CAN
13
Cetera Advisor Networks
California
$1.37M -$496K -16,244 -27%
CF
14
Centaurus Financial
California
$1.36M +$1.34M +43,719 New
CAG
15
Compass Advisory Group
New York
$1.27M -$235K -7,704 -16%
AWA
16
Arete Wealth Advisors
Illinois
$1.1M +$12.1K +395 +1%
OMC
17
Old Mission Capital
Illinois
$1.02M -$2.38M -77,857 -70%
SAS
18
SMI Advisory Services
Indiana
$1.01M
KWM
19
KFG Wealth Management
Indiana
$984K +$328K +10,736 +52%
SAG
20
SageView Advisory Group
California
$856K
OIA
21
OneDigital Investment Advisors
Kansas
$707K +$235K +7,695 +51%
HighTower Advisors
22
HighTower Advisors
Illinois
$656K -$2.25M -73,773 -78%
MWM
23
Maltin Wealth Management
New Jersey
$645K +$110K +3,600 +21%
SWM
24
Spire Wealth Management
Virginia
$631K +$4.43K +145 +0.7%
AWS
25
Atria Wealth Solutions
New York
$629K