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Innovator US Small Cap Power Buffer ETF January

123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

117% more capital invested

Capital invested by funds: $152M → $330M (+$178M)

43% more funds holding

Funds holding: 86123 (+37)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10.13% less ownership

Funds ownership: 84.47%74.34% (-10%)

Holders
123
Holders Change
+37
Holders Change %
+43.02%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
55
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$59.6M +$41.3M +1,206,154 +252%
CAG
2
Compass Advisory Group
New York
$19.4M +$1.26M +36,817 +7%
PP
3
PFS Partners
New Jersey
$18.4M +$8.74M +255,052 +96%
LC
4
Legacy CG
Texas
$16.3M +$15.8M +460,368 New
ODFS
5
O'Donnell Financial Services
California
$15.3M +$1.3M +38,069 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$9.57M +279,399 +253%
SI
7
Stephens Inc
Arkansas
$13.6M +$13M +379,103 +6,287%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$13.4M +$12.5M +365,673 +3,070%
LIWM
9
Long Island Wealth Management
New York
$12.1M +$1.1M +32,140 +10%
MW
10
MBL Wealth
North Carolina
$11.7M +$2.17M +63,245 +24%
PCS
11
Personal CFO Solutions
New Jersey
$10.7M +$10.4M +303,415 New
CA
12
Cetera Advisors
Colorado
$10.3M +$9.39M +274,194 +1,696%
GI
13
Gradient Investments
Minnesota
$9.77M +$9.43M +275,277 +31,714%
PS
14
Principal Securities
Iowa
$5.04M +$4.82M +140,722 +8,215%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.38M +$1.33M +38,814 +45%
KAS
16
Kestra Advisory Services
Texas
$4.02M +$2.07M +60,426 +113%
SAS
17
SMI Advisory Services
Indiana
$3.84M -$16.7M -486,975 -82%
AF
18
Advisornet Financial
Minnesota
$3.75M -$5.34K -156 -0.1%
BCM
19
Brookstone Capital Management
Illinois
$3.57M +$2.06M +60,059 +146%
ACM
20
Avalon Capital Management
California
$3.4M +$3.29M +96,068 New
MOS
21
MGO One Seven
Ohio
$2.96M +$2.87M +83,619 New
IA
22
IFP Advisors
Florida
$2.81M +$313K +9,139 +13%
RA
23
RFG Advisory
Alabama
$2.73M +$2.65M +77,308 New
CAN
24
Cetera Advisor Networks
California
$2.66M +$1.02M +29,900 +66%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.54M +$2.46M +71,936 New