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Innovator US Equity Ultra Buffer ETF January

69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 48.35%49.33% (+0.98%)

3% less funds holding

Funds holding: 7169 (-2)

13% less capital invested

Capital invested by funds: $67.7M → $58.6M (-$9.08M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Strategic Blueprint
Georgia
$11.1M -$954K -28,993 -8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.9M -$1.14M -34,602 -14%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.95M -$839K -25,524 -17%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.35M -$81.5K -2,477 -2%
PCA
5
Prosperity Capital Advisors
Ohio
$3.22M +$191K +5,815 +6%
BMM
6
Berkshire Money Management
Massachusetts
$2.63M
Truist Financial
7
Truist Financial
North Carolina
$2.54M -$59.9K -1,822 -2%
AIC
8
Archer Investment Corporation
Indiana
$2M -$105K -3,202 -5%
CA
9
Cetera Advisors
Colorado
$1.71M -$496K -15,086 -22%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$1.44M +43,679 New
CF
11
Centaurus Financial
California
$1.38M -$231K -7,009 -14%
CAG
12
Compass Advisory Group
New York
$1.04M -$200K -6,068 -16%
AWM
13
Accurate Wealth Management
Florida
$980K -$2.04K -62 -0.2%
KWM
14
KFG Wealth Management
Indiana
$974K -$36.7K -1,115 -4%
MWM
15
Maltin Wealth Management
New Jersey
$666K -$10.1K -308 -1%
SEP
16
Southland Equity Partners
Missouri
$609K
RJA
17
Raymond James & Associates
Florida
$608K -$30.8K -936 -5%
LPL Financial
18
LPL Financial
California
$572K +$43.6K +1,325 +8%
OMC
19
Old Mission Capital
Illinois
$544K -$343K -10,429 -38%
JSL
20
JT Stratford LLC
Georgia
$513K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$482K -$6.25K -190 -1%
Citadel Advisors
22
Citadel Advisors
Florida
$481K +$14.2K +431 +3%
CAN
23
Cetera Advisor Networks
California
$462K -$222K -6,750 -32%
DI
24
Diligent Investors
California
$452K
HI
25
Harbour Investments
Wisconsin
$448K -$3.29K -100 -0.7%