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Innovator US Small Cap Power Buffer ETF January

122 hedge funds and large institutions have $328M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+37
Holders Change %
+43.53%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
54
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.47M 69,953 +52,788 +308%
SS
27
Sunbelt Securities
Texas
$2.44M 69,050 +13,470 +24%
MW
28
Marcum Wealth
Ohio
$2.07M 58,535 +58,535 New
LNC
29
Lincoln National Corp
Pennsylvania
$1.94M 54,813 +35,458 +183%
CA
30
Corrado Advisors
New Jersey
$1.86M 52,705 +12,605 +31%
PCA
31
Pallas Capital Advisors
Massachusetts
$1.81M 51,145 +51,145 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.79M 50,709 +28,248 +126%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$1.63M 46,087 -6,481 -12%
William Blair & Company
34
William Blair & Company
Illinois
$1.58M 44,553 +44,553 New
Truist Financial
35
Truist Financial
North Carolina
$1.51M 42,581 +25,334 +147%
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$1.46M 41,199 +41,199 New
DFA
37
DHJJ Financial Advisors
Illinois
$1.45M 40,906 +1,222 +3%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.35M 38,446 +10,498 +38%
RJA
39
Raymond James & Associates
Florida
$1.23M 34,906 +34,906 New
CCG
40
Catalina Capital Group
California
$1.22M 34,406 +34,406 New
LPL Financial
41
LPL Financial
California
$1.17M 32,989 +3,307 +11%
WCG
42
Weaver Consulting Group
California
$1.16M 32,657 +32,657 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.15M 32,504 +727 +2%
AAS
44
Avantax Advisory Services
Texas
$1.11M 31,394 +847 +3%
FA
45
FSA Advisors
Michigan
$1.08M 30,484 +17,257 +130%
JSL
46
JT Stratford LLC
Georgia
$1.07M 30,314 +30,314 New
PCS
47
Private Client Services
Kentucky
$969K 27,401 +27,401 New
CAL
48
Capital Analysts LLC
Pennsylvania
$946K 26,732 +695 +3%
WA
49
Wealth Alliance
New York
$943K 26,662 +7,419 +39%
GTAM
50
Global Trust Asset Management
Florida
$937K 26,500 +26,500 New