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Innovator US Small Cap Power Buffer ETF January

112 hedge funds and large institutions have $191M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

73% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 56

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
PFS Partners
New Jersey
$20.6M
LIWM
2
Long Island Wealth Management
New York
$17.4M
CAG
3
Compass Advisory Group
New York
$11.3M
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M
MW
6
MBL Wealth
North Carolina
$8.66M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.65M
BMM
8
Berkshire Money Management
Massachusetts
$6.2M
Raymond James Financial
9
Raymond James Financial
Florida
$5.76M
William Blair & Company
10
William Blair & Company
Illinois
$4.78M
PS
11
Principal Securities
Iowa
$4.73M
KAS
12
Kestra Advisory Services
Texas
$4.24M
AF
13
Advisornet Financial
Minnesota
$4.04M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.88M
LPL Financial
15
LPL Financial
California
$3.74M
IMC
16
Investment Management Corporation
Virginia
$3.4M
BCM
17
Brookstone Capital Management
Illinois
$3.26M
HighTower Advisors
18
HighTower Advisors
Illinois
$2.91M
PCA
19
Pallas Capital Advisors
Massachusetts
$2.85M
SS
20
Sunbelt Securities
Texas
$2.74M
OIA
21
OneDigital Investment Advisors
Kansas
$2.3M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.19M
WTFG
23
Wood Tarver Financial Group
Idaho
$2.02M
SB
24
Strategic Blueprint
Georgia
$2.02M
OMC
25
Old Mission Capital
Illinois
$1.9M