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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
NA
51
NewEdge Advisors
Louisiana
$642K
CWM
52
Collaborative Wealth Management
Florida
$539K
FIA
53
Foundations Investment Advisors
Arizona
$535K
CPA
54
Clear Point Advisors
New York
$519K
TF
55
Trek Financial
Arizona
$514K
WIA
56
World Investment Advisors
California
$508K
MFG
57
Merit Financial Group
Georgia
$498K
UBS Group
58
UBS Group
Switzerland
$478K
FCCM
59
First City Capital Management
Georgia
$471K
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$437K
VWA
61
Visionary Wealth Advisors
Illinois
$431K
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$427K
FHC
63
First Heartland Consultants
Missouri
$424K
MML Investors Services
64
MML Investors Services
Massachusetts
$413K
AWM
65
Apollon Wealth Management
South Carolina
$404K
CA
66
Corrado Advisors
New Jersey
$395K
MSFS
67
Main Street Financial Solutions
Pennsylvania
$391K
DI
68
Diligent Investors
California
$386K
TWM
69
Tradition Wealth Management
Minnesota
$383K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$366K
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$359K
Citadel Advisors
72
Citadel Advisors
Florida
$359K
CFD
73
Creative Financial Designs
Indiana
$354K
ODFS
74
O'Donnell Financial Services
California
$353K
CWG
75
Crown Wealth Group
North Carolina
$327K