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Innovator US Equity Ultra Buffer ETF January

95 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24.31% more ownership

Funds ownership: 60.94%85.25% (+24%)

16% more funds holding

Funds holding: 8295 (+13)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

50% less capital invested

Capital invested by funds: $402M → $202M (-$201M)

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
28
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$55.1M +$54.7M +1,400,283 +3,174%
TPW
2
Talon Private Wealth
Florida
$32.5M +$33.3M +852,671 New
FA
3
Fermata Advisors
California
$19M -$1.62M -41,567 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.58M +$1.57M +40,121 +22%
PCA
5
Prosperity Capital Advisors
Ohio
$7.01M +$561K +14,381 +9%
SB
6
Strategic Blueprint
Georgia
$5.16M -$30.1K -771 -0.6%
MOS
7
MGO One Seven
Ohio
$4.17M -$157K -4,017 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.87M +$860K +22,026 +28%
Truist Financial
9
Truist Financial
North Carolina
$3.69M +$419K +10,728 +12%
IWM
10
IHT Wealth Management
Illinois
$3.56M +$3.62M +92,679 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.1M +$1.53M +39,199 +93%
CA
12
Clearstead Advisors
Ohio
$3.06M +$3.13M +80,287 New
BMM
13
Berkshire Money Management
Massachusetts
$3.04M
PWA
14
Prairie Wealth Advisors
Nebraska
$2.51M +$72.3K +1,853 +3%
AF
15
Allworth Financial
California
$2.07M -$4.49K -115 -0.2%
SWM
16
Spire Wealth Management
Virginia
$2.02M +$1.26M +32,352 +157%
LF
17
Lantz Financial
Illinois
$2.01M +$2.05M +52,618 New
IWM
18
IMG Wealth Management
Florida
$1.85M +$41K +1,049 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.71M +$166K +4,255 +10%
PA
20
PFG Advisors
Arizona
$1.67M +$5.47K +140 +0.3%
OMC
21
Old Mission Capital
Illinois
$1.62M +$1.66M +42,438 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.52M +$774K +19,827 +99%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.51M -$143K -3,663 -8%
CVA
24
Central Valley Advisors
California
$1.49M +$795K +20,354 +108%
KAS
25
Kestra Advisory Services
Texas
$1.45M -$3.44K -88 -0.2%