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Innovator US Small Cap Power Buffer ETF January

120 hedge funds and large institutions have $196M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $194M → $196M (+$2.06M)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$369K
CFD
77
Creative Financial Designs
Indiana
$358K
PAG
78
Private Advisor Group
New Jersey
$354K
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$352K
USCWA
80
U.S. Capital Wealth Advisors
Texas
$348K
ODFS
81
O'Donnell Financial Services
California
$347K
CWG
82
Crown Wealth Group
North Carolina
$336K
1W
83
1776 Wealth
Georgia
$331K
VPF
84
Vantage Point Financial
Illinois
$311K
KFAS
85
Keating Financial Advisory Services
Kansas
$299K
CWG
86
Cornerstone Wealth Group
North Carolina
$297K
EWA
87
EP Wealth Advisors
California
$294K
CWRPL
88
Cassady Wealth & Retirement Planning, LLC
Nevada
$290K
BFG
89
Berger Financial Group
Minnesota
$269K
AWM
90
AE Wealth Management
Kansas
$257K
WS
91
Wedbush Securities
California
$255K
GFG
92
Grantvest Financial Group
New Jersey
$252K
TA
93
TFB Advisors
Kansas
$250K
LAA
94
Liberty Atlantic Advisors
Texas
$248K
SPC
95
Sigma Planning Corp
Michigan
$239K
WW
96
Winnow Wealth
Texas
$237K
OWA
97
Outlook Wealth Advisors
Texas
$234K
SAG
98
SageView Advisory Group
California
$218K
SFGP
99
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$208K
CA
100
CoreCap Advisors
Michigan
$203K