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Innovator US Small Cap Power Buffer ETF January

118 hedge funds and large institutions have $192M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
33
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NS
101
NBC Securities
Alabama
$131K
SPIA
102
Steward Partners Investment Advisory
New York
$124K -$2.25K -60 -2%
NB
103
NBT Bank
New York
$103K +$103K +2,750 New
Morgan Stanley
104
Morgan Stanley
New York
$93.7K
AIC
105
Archer Investment Corporation
Indiana
$75K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$61K
EWA
107
EverSource Wealth Advisors
Alabama
$52.5K
AF
108
Allworth Financial
California
$27.3K
US Bancorp
109
US Bancorp
Minnesota
$22.4K +$974 +26 +5%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$18.7K
LC
111
Luminist Capital
Michigan
$15.8K
CW
112
Curio Wealth
Maryland
$15K +$15K +400 New
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$11.2K
CIA
114
Cape Investment Advisory
Georgia
$9.37K
WT
115
Whittier Trust
California
$7.49K
CIAS
116
Capital Investment Advisory Services
North Carolina
$3.75K +$1.12K +30 +43%
AssetMark Inc
117
AssetMark Inc
California
$3.15K +$3.15K +84 New
KWM
118
Kiker Wealth Management
Georgia
$1.09K
SI
119
Stephens Inc
Arkansas
-$15.4M -429,752 Closed
CSP
120
Cary Street Partners
Virginia
-$4.25M -118,999 Closed
MOS
121
MGO One Seven
Ohio
-$2.33M -65,064 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$1.48M -41,497 Closed
MWM
123
Maltin Wealth Management
New Jersey
-$803K -22,454 Closed
CWG
124
Crown Wealth Group
North Carolina
-$597K -16,699 Closed
WW
125
Winnow Wealth
Texas
-$240K -6,709 Closed