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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.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.09%
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 Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$305M 7,842
FA
2
Fermata Advisors
California
$21M 540,220 -19,723 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.2M 184,807 -15,522 -8%
PCA
4
Prosperity Capital Advisors
Ohio
$6.59M 169,070 +12,149 +8%
SB
5
Strategic Blueprint
Georgia
$5.3M 135,947 -24,216 -15%
MOS
6
MGO One Seven
Ohio
$4.42M 113,443 -1,427 -1%
Truist Financial
7
Truist Financial
North Carolina
$3.35M 85,900 -594 -0.7%
BMM
8
Berkshire Money Management
Massachusetts
$3.11M 79,793
Osaic Holdings
9
Osaic Holdings
Arizona
$3.09M 79,316 -6,276 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$3.04M 78,012 +78,012 New
PWA
11
Prairie Wealth Advisors
Nebraska
$2.49M 63,911 +63,911 New
AF
12
Allworth Financial
California
$2.17M 54,855 -14,725 -21%
IWM
13
IMG Wealth Management
Florida
$1.85M 47,424 +47,424 New
BCM
14
Brookstone Capital Management
Illinois
$1.72M 44,120 -903 -2%
PA
15
PFG Advisors
Arizona
$1.7M 43,667 -6,384 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.68M 43,165 -14,380 -25%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.64M 41,976 +11,856 +39%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.58M 40,582
KAS
19
Kestra Advisory Services
Texas
$1.49M 38,140 +21,030 +123%
LIWM
20
Long Island Wealth Management
New York
$1.26M 32,324 -350 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.12M 28,720 -2,769 -9%
LPL Financial
22
LPL Financial
California
$1.04M 26,770 -601 -2%
AWM
23
Accurate Wealth Management
Florida
$983K 25,373 +991 +4%
CAG
24
Compass Advisory Group
New York
$829K 21,283 -561 -3%
SWM
25
Spire Wealth Management
Virginia
$800K 20,545