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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
Truist Financial
26
Truist Financial
North Carolina
$1.86M
FFA
27
Fragasso Financial Advisors
Pennsylvania
$1.78M
FA
28
Faithward Advisors
Pennsylvania
$1.62M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.54M
DFA
30
DHJJ Financial Advisors
Illinois
$1.44M
CAL
31
Capital Analysts LLC
Pennsylvania
$1.34M
RCWM
32
Red Crane Wealth Management
California
$1.32M
JSL
33
JT Stratford LLC
Georgia
$1.29M
WCG
34
Weaver Consulting Group
California
$1.18M
FA
35
FSA Advisors
Michigan
$1.15M
WA
36
Wealth Alliance
New York
$1.04M
MFS
37
Miller Financial Services
Michigan
$993K
GS
38
GTS Securities
New York
$964K
BWM
39
BCGM Wealth Management
Indiana
$906K
BAM
40
Belpointe Asset Management
Nevada
$893K
AWA
41
Arete Wealth Advisors
Illinois
$826K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$819K
FFS
43
Founders Financial Securities
Maryland
$799K
NFG
44
Nations Financial Group
Iowa
$746K
HAS
45
HBW Advisory Services
California
$737K
ASN
46
Advisory Services Network
Georgia
$731K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$713K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$699K
W
49
WorthPointe
California
$692K
FCFC
50
First Commonwealth Financial Corp
Pennsylvania
$642K