KJAN icon

Innovator US Small Cap Power Buffer ETF January

34 hedge funds and large institutions have $40.3M invested in Innovator US Small Cap Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
1
Compass Advisory Group
New York
$7.87M 271,316 +271,316 New
PCS
2
Personal CFO Solutions
New Jersey
$4.39M 151,292 +27,445 +22%
TWM
3
Tradition Wealth Management
Minnesota
$3.66M 126,325 +126,325 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.32M 111,906 +99,316 +789%
DP
5
Denver PWM
Colorado
$2.9M 101,130 +3,627 +4%
BMM
6
Berkshire Money Management
Massachusetts
$2.2M 75,872 -1,867,957 -96%
CFA
7
Carroll Financial Associates
North Carolina
$2.03M 69,900 +69,900 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.82M 62,870 +22,804 +57%
PI
9
Parkside Investments
Illinois
$1.6M 55,300 +7,650 +16%
ACM
10
Arlington Capital Management
Illinois
$1.32M 45,424 +45,424 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.29M 44,311 -268,994 -86%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.05M 36,083 -689 -2%
CIAS
13
Capital Investment Advisory Services
North Carolina
$794K 27,375 +27,375 New
DFA
14
DHJJ Financial Advisors
Illinois
$789K 27,200 +27,200 New
MML Investors Services
15
MML Investors Services
Massachusetts
$658K 22,676 -50,477 -69%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$643K 22,164 +6,484 +41%
KCM
17
Kathmere Capital Management
Pennsylvania
$456K 15,740 -146 -0.9%
Citadel Advisors
18
Citadel Advisors
Florida
$448K 15,437 +15,437 New
OMC
19
Old Mission Capital
Illinois
$377K 13,029 +13,029 New
BWM
20
BCGM Wealth Management
Indiana
$356K 11,809 +11,809 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$305K 10,350
CAN
22
Cetera Advisor Networks
California
$300K 10,347 +10,347 New
RTS
23
Round Table Services
New Jersey
$288K 9,933 -717,919 -99%
SS
24
Sunbelt Securities
Texas
$257K 8,851 -774 -8%
AIA
25
Alera Investment Advisors
Illinois
$252K 8,691 -2,946 -25%