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Innovator US Small Cap Power Buffer ETF January

122 hedge funds and large institutions have $328M 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, 54 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
122
Holders Change
+37
Holders Change %
+43.53%
% 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
54
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$59.6M 1,684,573 +1,206,154 +252%
CAG
2
Compass Advisory Group
New York
$19.4M 548,065 +36,817 +7%
PP
3
PFS Partners
New Jersey
$18.4M 520,282 +255,052 +96%
LC
4
Legacy CG
Texas
$16.3M 460,368 +460,368 New
ODFS
5
O'Donnell Financial Services
California
$15.3M 433,926 +38,069 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M 389,950 +279,399 +253%
SI
7
Stephens Inc
Arkansas
$13.6M 385,133 +379,103 +6,287%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$13.4M 377,583 +365,673 +3,070%
LIWM
9
Long Island Wealth Management
New York
$12.1M 340,972 +32,140 +10%
MW
10
MBL Wealth
North Carolina
$11.7M 331,203 +63,245 +24%
PCS
11
Personal CFO Solutions
New Jersey
$10.7M 303,415 +303,415 New
CA
12
Cetera Advisors
Colorado
$10.3M 290,362 +274,194 +1,696%
GI
13
Gradient Investments
Minnesota
$9.77M 276,145 +275,277 +31,714%
PS
14
Principal Securities
Iowa
$5.04M 142,435 +140,722 +8,215%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.38M 124,256 +38,814 +45%
KAS
16
Kestra Advisory Services
Texas
$4.02M 113,675 +60,426 +113%
SAS
17
SMI Advisory Services
Indiana
$3.84M 109,616 -486,975 -82%
AF
18
Advisornet Financial
Minnesota
$3.75M 106,061 -156 -0.1%
BCM
19
Brookstone Capital Management
Illinois
$3.57M 101,060 +60,059 +146%
ACM
20
Avalon Capital Management
California
$3.4M 96,068 +96,068 New
MOS
21
MGO One Seven
Ohio
$2.96M 83,619 +83,619 New
IA
22
IFP Advisors
Florida
$2.81M 79,522 +9,139 +13%
RA
23
RFG Advisory
Alabama
$2.73M 77,308 +77,308 New
CAN
24
Cetera Advisor Networks
California
$2.66M 75,109 +29,900 +66%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.54M 71,936 +71,936 New