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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
3AM
1
3EDGE Asset Management
Florida
$183M +$37.9M +1,376,393 +28%
TC
2
TownSquare Capital
Utah
$28.2M +$27.1M +983,736 New
HighTower Advisors
3
HighTower Advisors
Illinois
$13.6M +$11M +397,675 +531%
LJAC
4
L.J. Altfest & Co
New York
$12.9M +$12.4M +451,107 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.2M +$9.43M +342,114 +2,349%
LNC
6
Lincoln National Corp
Pennsylvania
$8.5M -$22.9K -829 -0.3%
Cerity Partners
7
Cerity Partners
New York
$8.2M +$7.89M +286,062 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.9M +$7.04M +255,343 +1,272%
PWG
9
Portside Wealth Group
Utah
$7.1M +$6.82M +247,538 New
BCI
10
Brinker Capital Investments
Pennsylvania
$6.03M +$5.89M +213,596 New
OPS
11
Orion Portfolio Solutions
Nebraska
$6.03M +$5.89M +213,596 New
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.68M +$4.5M +163,361 New
AWAU
13
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$4.08M +147,981 New
MW
14
MBL Wealth
North Carolina
$4M +$199K +7,230 +5%
AWA
15
Arete Wealth Advisors
Illinois
$3.45M +$3.31M +120,209 New
BTWM
16
Baker Tilly Wealth Management
Wisconsin
$2.74M +$2.63M +95,520 New
LIWM
17
Long Island Wealth Management
New York
$2.4M +$2.31M +83,735 New
KAS
18
Kestra Advisory Services
Texas
$2.27M +$108K +3,903 +5%
CA
19
Corrado Advisors
New Jersey
$2.23M -$85.8K -3,111 -4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$1.6M +57,937 +459%
OMC
21
Old Mission Capital
Illinois
$1.99M +$1.91M +69,318 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.57M +$1.51M +54,616 New
SB
23
Strategic Blueprint
Georgia
$1.45M +$892K +32,370 +178%
FNWA
24
Financial Network Wealth Advisors
Utah
$1.41M +$1.35M +49,107 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.09M -$83.1K -3,015 -7%