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Innovator US Equity Ultra Buffer ETF January

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

132% more capital invested

Capital invested by funds: $56M → $130M (+$73.8M)

26% more funds holding

Funds holding: 6987 (+18)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

17.83% less ownership

Funds ownership: 82.06%64.23% (-18%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Fermata Advisors
California
$18M +$17.5M +497,435 New
BCM
2
Brookstone Capital Management
Illinois
$16.4M +$15.6M +442,266 +3,439%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M +$9.36M +265,578 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.55M +$2.05M +58,171 +28%
SB
5
Strategic Blueprint
Georgia
$5.96M -$346K -9,810 -6%
MOS
6
MGO One Seven
Ohio
$5.64M +$5.5M +156,117 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.52M +$1.8M +50,983 +50%
TWM
8
Tradition Wealth Management
Minnesota
$3.92M +$3.82M +108,467 New
PCA
9
Prosperity Capital Advisors
Ohio
$3.88M -$58.9K -1,673 -2%
Truist Financial
10
Truist Financial
North Carolina
$3.17M +$328K +9,310 +12%
BMM
11
Berkshire Money Management
Massachusetts
$2.89M -$30.7K -870 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.75M -$10.1K -288 -0.4%
AF
13
Allworth Financial
California
$2.65M +$2.59M +73,529 +816,989%
AIC
14
Archer Investment Corporation
Indiana
$1.98M +$849K +24,107 +78%
PA
15
PFG Advisors
Arizona
$1.9M +$389K +11,053 +27%
AAS
16
Ameritas Advisory Services
Nebraska
$1.6M +$1.56M +44,328 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.52M +$1.48M +41,986 New
LIWM
18
Long Island Wealth Management
New York
$1.51M -$15.9K -450 -1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.47M
SWM
20
Spire Wealth Management
Virginia
$1.21M +$106 +3 +0%
WFAG
21
Worth Financial Advisory Group
North Carolina
$1.19M +$1.17M +33,097 New
KWM
22
KFG Wealth Management
Indiana
$1.17M +$453K +12,869 +66%
CA
23
Cetera Advisors
Colorado
$1.13M -$209K -5,936 -16%
RJA
24
Raymond James & Associates
Florida
$1.12M +$437K +12,412 +67%
MW
25
MBL Wealth
North Carolina
$1.1M +$1.07M +30,365 New