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Innovator US Equity Ultra Buffer ETF January

69 hedge funds and large institutions have $56M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32.73% more ownership

Funds ownership: 49.33%82.06% (+33%)

0% more funds holding

Funds holding: 6969 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less capital invested

Capital invested by funds: $58.6M → $56M (-$2.62M)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.1M -$187K -5,585 -3%
SB
2
Strategic Blueprint
Georgia
$6.02M -$5.58M -166,913 -49%
PCA
3
Prosperity Capital Advisors
Ohio
$3.76M +$346K +10,350 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.51M -$645K -19,306 -16%
BMM
5
Berkshire Money Management
Massachusetts
$2.78M
Truist Financial
6
Truist Financial
North Carolina
$2.7M +$17.8K +532 +0.7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.63M -$887K -26,544 -26%
CF
8
Centaurus Financial
California
$1.46M -$5.42K -162 -0.4%
LIWM
9
Long Island Wealth Management
New York
$1.46M +$1.41M +42,270 New
PA
10
PFG Advisors
Arizona
$1.43M +$1.39M +41,456 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$104K -3,097 -7%
CA
12
Cetera Advisors
Colorado
$1.29M -$509K -15,237 -29%
SWM
13
Spire Wealth Management
Virginia
$1.17M +$743K +22,224 +196%
AIC
14
Archer Investment Corporation
Indiana
$1.06M -$1.02M -30,458 -50%
AWA
15
Arete Wealth Advisors
Illinois
$1M +$975K +29,160 New
AWM
16
Accurate Wealth Management
Florida
$928K -$91.8K -2,745 -9%
CAG
17
Compass Advisory Group
New York
$917K -$177K -5,308 -17%
CA
18
Continuum Advisory
Idaho
$890K +$565K +16,894 +189%
MWM
19
Maltin Wealth Management
New Jersey
$691K -$12.5K -374 -2%
KWM
20
KFG Wealth Management
Indiana
$670K -$349K -10,456 -35%
SEP
21
Southland Equity Partners
Missouri
$644K
RJA
22
Raymond James & Associates
Florida
$642K
CPIG
23
Chicago Partners Investment Group
Illinois
$610K +$130K +3,896 +29%
MCC
24
Money Concepts Capital
Florida
$582K +$282K +8,448 +100%
TC
25
TownSquare Capital
Utah
$550K +$119K +3,558 +29%