KJAN icon

Innovator US Small Cap Power Buffer ETF January

122 hedge funds and large institutions have $299M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
40
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
101
Harbour Investments
Wisconsin
$173K 4,958 +1,432 +41%
CIAS
102
Capital Investment Advisory Services
North Carolina
$117K 3,361
BFA
103
Brown Financial Advisors
Ohio
$114K 3,278 +3,278 New
SPIA
104
Steward Partners Investment Advisory
New York
$90.9K 2,605
Morgan Stanley
105
Morgan Stanley
New York
$87.3K 2,500
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$76K 2,175 +547 +34%
FNWA
107
Financial Network Wealth Advisors
Utah
$74.7K 2,140 +2,140 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$70K 2,000
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$70K 2,000 +2,000 New
AIC
110
Archer Investment Corporation
Indiana
$69.8K 2,000
MFS
111
Mattson Financial Services
Michigan
$68.8K 1,970 +1,970 New
EWA
112
EverSource Wealth Advisors
Alabama
$67.9K 1,845 -639 -26%
DP
113
Denver PWM
Colorado
$41.3K 1,182 +1,182 New
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$33.4K 956 -1,648 -63%
TWP
115
Triad Wealth Partners
Kansas
$21.7K 621 +621 New
US Bancorp
116
US Bancorp
Minnesota
$20K 572
NS
117
NBC Securities
Alabama
$13K 382
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$9.64K 276 +276 New
Jones Financial Companies
119
Jones Financial Companies
Missouri
$7.86K 225 +225 New
UBS Group
120
UBS Group
Switzerland
$7.61K 218 +218 New
WT
121
Whittier Trust
California
$6.98K 200
FHC
122
First Heartland Consultants
Missouri
$367 10,510
PCS
123
Personal CFO Solutions
New Jersey
-303,415 Closed
LNC
124
Lincoln National Corp
Pennsylvania
-54,813 Closed
PCS
125
Private Client Services
Kentucky
-27,401 Closed