We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January

82 hedge funds and large institutions have $402M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more capital invested

Capital invested by funds: $98.4M → $402M (+$304M)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 7982 (+3)

0.83% more ownership

Funds ownership: 60.11%60.94% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 36

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$305M
FA
2
Fermata Advisors
California
$21M -$760K -19,723 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.2M -$598K -15,522 -8%
PCA
4
Prosperity Capital Advisors
Ohio
$6.59M +$468K +12,149 +8%
SB
5
Strategic Blueprint
Georgia
$5.3M -$933K -24,216 -15%
MOS
6
MGO One Seven
Ohio
$4.42M -$55K -1,427 -1%
Truist Financial
7
Truist Financial
North Carolina
$3.35M -$22.9K -594 -0.7%
BMM
8
Berkshire Money Management
Massachusetts
$3.11M
Osaic Holdings
9
Osaic Holdings
Arizona
$3.09M -$242K -6,276 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$3.04M +$3.01M +78,012 New
PWA
11
Prairie Wealth Advisors
Nebraska
$2.49M +$2.46M +63,911 New
AF
12
Allworth Financial
California
$2.17M -$567K -14,725 -21%
IWM
13
IMG Wealth Management
Florida
$1.85M +$1.83M +47,424 New
BCM
14
Brookstone Capital Management
Illinois
$1.72M -$34.8K -903 -2%
PA
15
PFG Advisors
Arizona
$1.7M -$246K -6,384 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.68M -$554K -14,380 -25%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.64M +$457K +11,856 +39%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.58M
KAS
19
Kestra Advisory Services
Texas
$1.49M +$810K +21,030 +123%
LIWM
20
Long Island Wealth Management
New York
$1.26M -$13.5K -350 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.12M -$107K -2,769 -9%
LPL Financial
22
LPL Financial
California
$1.04M -$23.2K -601 -2%
AWM
23
Accurate Wealth Management
Florida
$983K +$38.2K +991 +4%
CAG
24
Compass Advisory Group
New York
$829K -$21.6K -561 -3%
SWM
25
Spire Wealth Management
Virginia
$800K