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Innovator US Small Cap Power Buffer ETF January

72 hedge funds and large institutions have $77.5M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.3% less ownership

Funds ownership: 59.61%56.3% (-3.3%)

6% less funds holding

Funds holding: 7772 (-5)

30% less capital invested

Capital invested by funds: $111M → $77.5M (-$33.7M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$19.5M +$36.1K +1,129 +0.2%
MW
2
MBL Wealth
North Carolina
$7.92M +$4.17M +130,307 +102%
CAG
3
Compass Advisory Group
New York
$4.87M -$8.9M -278,215 -64%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.54M +$1.43M +44,833 +44%
AF
5
Advisornet Financial
Minnesota
$3.57M -$24.8K -775 -0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.76M -$278K -8,703 -9%
GSIS
7
Global Strategic Investment Solutions
Arizona
$2.67M -$1.55M -48,338 -36%
AAS
8
Avantax Advisory Services
Texas
$2.12M +$96K +3,003 +5%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$1.79M -$103K -3,213 -5%
SS
10
Sunbelt Securities
Texas
$1.75M +$56.6K +1,770 +3%
CAN
11
Cetera Advisor Networks
California
$1.64M +$468K +14,637 +38%
CA
12
Corrado Advisors
New Jersey
$1.29M -$14K -437 -1%
DFA
13
DHJJ Financial Advisors
Illinois
$1.29M -$94.4K -2,951 -7%
IFG
14
Independent Financial Group
California
$1.24M -$5.88K -184 -0.5%
IA
15
IFP Advisors
Florida
$1.23M +$2.5K +78 +0.2%
OMC
16
Old Mission Capital
Illinois
$1.18M +$1.23M +38,360 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$932K +$970K +30,327 New
HighTower Advisors
18
HighTower Advisors
Illinois
$860K +$26.2K +818 +3%
KAS
19
Kestra Advisory Services
Texas
$860K -$70.5K -2,205 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$833K +$30.3K +946 +4%
CAL
21
Capital Analysts LLC
Pennsylvania
$800K -$6.43K -201 -0.8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$780K -$115K -3,580 -12%
DP
23
Denver PWM
Colorado
$627K -$1.27M -39,806 -66%
NFG
24
Nations Financial Group
Iowa
$599K -$3.2K -100 -0.5%
WA
25
Wealth Alliance
New York
$591K