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Innovator US Small Cap Power Buffer ETF January

76 hedge funds and large institutions have $110M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$301K 9,405
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$290K 9,060
MSFS
53
Main Street Financial Solutions
Pennsylvania
$271K 8,480
T
54
TRUADVICE
Florida
$269K 8,300
DI
55
Diligent Investors
California
$254K 7,947
BFG
56
Berger Financial Group
Minnesota
$250K 7,823 +7,823 New
APCM
57
Alaska Permanent Capital Management
Alaska
$232K 7,269
SI
58
Stephens Inc
Arkansas
$226K 7,070 -750 -10%
SVWAG
59
Sound View Wealth Advisors Group
Georgia
$217K 6,791
WS
60
Wedbush Securities
California
$217K 6,795 -100 -1%
SWP
61
Summit Wealth Partners
Florida
$214K 6,694
1W
62
1776 Wealth
Georgia
$203K 6,350 +6,350 New
HI
63
Harbour Investments
Wisconsin
$82K 2,565 +570 +29%
Morgan Stanley
64
Morgan Stanley
New York
$80K 2,500
SWM
65
Sugarloaf Wealth Management
Georgia
$76.8K 2,400
TWP
66
TFO Wealth Partners
Ohio
$70K 2,188
UBS Group
67
UBS Group
Switzerland
$65.9K 2,060 +1,089 +112%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$64K 2,000
AIC
69
Archer Investment Corporation
Indiana
$64K 2,000
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$52K 1,628
PFM
71
Phillips Financial Management
Indiana
$44.5K 1,392
SPIA
72
Steward Partners Investment Advisory
New York
$23.5K 734 +734 New
US Bancorp
73
US Bancorp
Minnesota
$18.3K 572
FA
74
Fiduciary Alliance
South Carolina
$8.48K 265 +265 New
WT
75
Whittier Trust
California
$6.4K 200