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Innovator US Equity Ultra Buffer ETF January

103 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% more funds holding

Funds holding: 96103 (+7)

1.7% more ownership

Funds ownership: 60.72%62.42% (+1.7%)

4% more capital invested

Capital invested by funds: $125M → $130M (+$5.12M)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
29
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sonoma Allocations
California
$17M -$1.63M -38,386 -9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.81M -$299K -7,020 -4%
PCA
3
Prosperity Capital Advisors
Ohio
$5.82M -$3.02M -70,871 -34%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.89M +$369K +8,671 +8%
SB
5
Strategic Blueprint
Georgia
$4.69M -$1.15M -26,892 -20%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.39M -$984K -23,105 -19%
BCM
7
Brookstone Capital Management
Illinois
$3.93M +$362K +8,504 +10%
Truist Financial
8
Truist Financial
North Carolina
$3.87M -$91.9K -2,159 -2%
CA
9
Clearstead Advisors
Ohio
$3.62M
CDWM
10
Campbell Deegan Wealth Management
Virginia
$3.52M +$3.46M +81,355 New
BMM
11
Berkshire Money Management
Massachusetts
$3.45M
LPL Financial
12
LPL Financial
California
$3.17M +$22.7K +534 +0.7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.13M +$708K +16,624 +30%
PWA
14
Prairie Wealth Advisors
Nebraska
$2.86M -$2.8M -65,764 Closed
Raymond James Financial
15
Raymond James Financial
Florida
$2.56M +$117K +2,759 +5%
LF
16
Lantz Financial
Illinois
$2.41M +$165K +3,883 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.31M +$639K +14,999 +39%
KAS
18
Kestra Advisory Services
Texas
$2.31M +$308K +7,241 +16%
IWM
19
IMG Wealth Management
Florida
$2.2M +$54.7K +1,285 +3%
BCI
20
Brinker Capital Investments
Pennsylvania
$2.16M +$169K +3,959 +9%
AF
21
Allworth Financial
California
$2.13M -$109K -2,556 -5%
CVA
22
Central Valley Advisors
California
$2.08M +$445K +10,462 +28%
FIA
23
Foundations Investment Advisors
Arizona
$1.97M +$1.28M +30,028 +195%
MOS
24
MGO One Seven
Ohio
$1.93M -$1.37M -32,106 -42%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.92M +$76.6K +1,800 +4%