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Innovator Emerging Markets Power Buffer ETF January

61 hedge funds and large institutions have $63.6M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 5761 (+4)

4.92% less ownership

Funds ownership: 65.78%60.86% (-4.9%)

14% less capital invested

Capital invested by funds: $73.6M → $63.6M (-$10M)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$13.2M -$3.7M -131,449 -22%
LNC
2
Lincoln National Corp
Pennsylvania
$8.44M +$138K +4,917 +2%
MW
3
MBL Wealth
North Carolina
$3.3M -$1.53M -54,324 -32%
GSIS
4
Global Strategic Investment Solutions
Arizona
$3.14M -$6.24M -221,921 -67%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.63M -$23.9K -851 -0.9%
CA
6
Corrado Advisors
New Jersey
$2.31M -$13.3K -472 -0.6%
KAS
7
Kestra Advisory Services
Texas
$2.29M -$22.5K -800 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.15M +$1.8M +63,973 +541%
CAG
9
Compass Advisory Group
New York
$1.58M -$2.68M -95,145 -63%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$1.22M -$18K -640 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.15M +$2.81K +100 +0.2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.03M +$1.02M +36,288 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.03M -$620K -22,055 -38%
MSRI
14
Michael S. Ryan Inc
New York
$964K +$949K +33,750 New
MPCL
15
My Personal CFO LLC
Washington
$962K
PWA
16
Pillar Wealth Advisors
Pennsylvania
$898K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$867K
AF
18
Advisornet Financial
Minnesota
$829K
CWS
19
Cypress Wealth Services
California
$822K
AAS
20
Avantax Advisory Services
Texas
$765K +$78.9K +2,804 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$701K +$68.1K +2,421 +11%
WA
22
Wealth Alliance
New York
$694K
SS
23
Sunbelt Securities
Texas
$688K -$16.7K -595 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$665K +$212K +7,537 +47%
SWA
25
Stratos Wealth Advisors
Ohio
$648K -$75.5K -2,686 -11%