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Innovator US Small Cap Power Buffer ETF January

115 hedge funds and large institutions have $194M 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, 16 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

71% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 56

Holders
115
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
W
51
WorthPointe
California
$692K
FCFC
52
First Commonwealth Financial Corp
Pennsylvania
$642K
NA
53
NewEdge Advisors
Louisiana
$642K
CWM
54
Collaborative Wealth Management
Florida
$539K
FIA
55
Foundations Investment Advisors
Arizona
$535K
CPA
56
Clear Point Advisors
New York
$519K
TF
57
Trek Financial
Arizona
$514K
WIA
58
World Investment Advisors
California
$508K
MFG
59
Merit Financial Group
Georgia
$498K
UBS Group
60
UBS Group
Switzerland
$478K
FCCM
61
First City Capital Management
Georgia
$471K
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$437K
VWA
63
Visionary Wealth Advisors
Illinois
$431K
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$427K
FHC
65
First Heartland Consultants
Missouri
$424K
MML Investors Services
66
MML Investors Services
Massachusetts
$413K
AWM
67
Apollon Wealth Management
South Carolina
$404K
CA
68
Corrado Advisors
New Jersey
$395K
MSFS
69
Main Street Financial Solutions
Pennsylvania
$391K
DI
70
Diligent Investors
California
$386K
TWM
71
Tradition Wealth Management
Minnesota
$383K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$366K
VBFP
73
Valtinson Bruner Financial Planning
Minnesota
$359K
Citadel Advisors
74
Citadel Advisors
Florida
$359K
CFD
75
Creative Financial Designs
Indiana
$354K