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Innovator Emerging Markets Power Buffer ETF January

86 hedge funds and large institutions have $354M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more capital invested

Capital invested by funds: $179M → $354M (+$175M)

54% more funds holding

Funds holding: 5686 (+30)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

125.77% less ownership

Funds ownership: 223.47%97.7% (-126%)

Holders
86
Holders Change
+30
Holders Change %
+53.57%
% 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
0.03%
New
36
Increased
18
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$469K +$32K +1,160 +8%
WP
52
WealthPLAN Partners
Nebraska
$469K +$451K +16,344 New
MTC
53
Matrix Trust Company
Colorado
$454K +$436K +15,819 New
RW
54
Regimen Wealth
Georgia
$436K +$420K +15,219 New
MSWM
55
Mowery & Schoenfeld Wealth Management
Illinois
$433K +$416K +15,088 New
TWM
56
Tradition Wealth Management
Minnesota
$384K -$20.6K -747 -5%
AAS
57
Avantax Advisory Services
Texas
$382K -$339K -12,306 -48%
W
58
WPWealth
Texas
$382K +$367K +13,315 New
CA
59
Continuum Advisory
Idaho
$356K +$342K +12,401 New
CPA
60
Clear Point Advisors
New York
$314K +$302K +10,948 New
WCG
61
Weaver Consulting Group
California
$294K -$50.5K -1,832 -15%
BWM
62
BCGM Wealth Management
Indiana
$293K -$2.43K -88 -0.9%
AIA
63
Alera Investment Advisors
Illinois
$280K -$32.2K -1,168 -11%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$267K -$153K -5,546 -37%
OIA
65
OneDigital Investment Advisors
Kansas
$266K -$228K -8,278 -47%
RC
66
Rovin Capital
Arizona
$231K +$1.21K +44 +0.5%
MML Investors Services
67
MML Investors Services
Massachusetts
$225K +$217K +7,860 New
SAG
68
SageView Advisory Group
California
$209K +$206K +7,489 New
SWP
69
Summit Wealth Partners
Florida
$205K +$197K +7,137 New
AWM
70
Apollon Wealth Management
South Carolina
$202K +$194K +7,050 New
DFA
71
DHJJ Financial Advisors
Illinois
$172K -$5.51K -200 -3%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$95K
FFO
73
Fortitude Family Office
Arizona
$75.3K +$72.4K +2,627 New
CIAS
74
Capital Investment Advisory Services
North Carolina
$60.5K
TWP
75
TFO Wealth Partners
Ohio
$59.7K