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Innovator US Small Cap Power Buffer ETF January

73 hedge funds and large institutions have $102M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
51
Stephens Inc
Arkansas
$240K 7,820 -6,703 -46%
AFP
52
Ausdal Financial Partners
Iowa
$226K 7,352 +7,352 New
APCM
53
Alaska Permanent Capital Management
Alaska
$223K 7,269 -4,851 -40%
WS
54
Wedbush Securities
California
$212K 6,895
SVWAG
55
Sound View Wealth Advisors Group
Georgia
$209K 6,791 +6,791 New
SWP
56
Summit Wealth Partners
Florida
$206K 6,694 +6,694 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$112K 3,650 +3,650 New
Morgan Stanley
58
Morgan Stanley
New York
$76.8K 2,500
SWM
59
Sugarloaf Wealth Management
Georgia
$73.8K 2,400
TWP
60
TFO Wealth Partners
Ohio
$67.2K 2,188 -742 -25%
AIC
61
Archer Investment Corporation
Indiana
$61.5K 2,000
HI
62
Harbour Investments
Wisconsin
$61.3K 1,995 +828 +71%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$61K 2,000
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$50K 1,628 +1,549 +1,961%
AAS
65
Ameritas Advisory Services
Nebraska
$46.1K 1,500 +1,500 New
PFM
66
Phillips Financial Management
Indiana
$42.8K 1,392
UBS Group
67
UBS Group
Switzerland
$29.8K 971 +971 New
US Bancorp
68
US Bancorp
Minnesota
$17.6K 572
BAM
69
Belpointe Asset Management
Nevada
$16.2K 526 +526 New
WT
70
Whittier Trust
California
$6.14K 200
BWM
71
Baystate Wealth Management
Massachusetts
$5.59K 182
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$2.94K 95,575 +18,327 +24%
Wells Fargo
73
Wells Fargo
California
$922 30
HSA
74
HBK Sorce Advisory
Pennsylvania
-40,000 Closed
PWA
75
Pillar Wealth Advisors
Pennsylvania
-18,152 Closed