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Innovator US Small Cap Power Buffer ETF January

117 hedge funds and large institutions have $313M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $300M → $313M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 73.63%72.99% (-0.64%)

5% less funds holding

Funds holding: 123117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

44% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 52

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
29
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$68.6M +$3.67M +101,700 +6%
CAG
2
Compass Advisory Group
New York
$20.9M +$512K +14,198 +3%
PP
3
PFS Partners
New Jersey
$19.3M -$172K -4,758 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.3M +$4.06M +112,377 +29%
ODFS
5
O'Donnell Financial Services
California
$15.6M -$373K -10,327 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.5M +$943K +26,133 +7%
SI
7
Stephens Inc
Arkansas
$14.3M -$140K -3,865 -1%
LIWM
8
Long Island Wealth Management
New York
$13M +$160K +4,439 +1%
MW
9
MBL Wealth
North Carolina
$12.5M -$362K -10,040 -3%
GI
10
Gradient Investments
Minnesota
$10.7M +$84.1K +2,331 +0.8%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$5.89M -$171K -4,736 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.85M -$1.01M -27,964 -15%
PS
13
Principal Securities
Iowa
$5.16M -$101K -2,810 -2%
AF
14
Allworth Financial
California
$4.42M +$73.7K +2,042 +2%
AF
15
Advisornet Financial
Minnesota
$3.85M -$45.9K -1,271 -1%
KAS
16
Kestra Advisory Services
Texas
$3.49M -$1.91M -52,965 -36%
ACM
17
Avalon Capital Management
California
$3.38M +$41.7K +1,154 +1%
BCM
18
Brookstone Capital Management
Illinois
$3.16M -$409K -11,327 -12%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.86M -$30.8K -852 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.62M +$23.5K +651 +0.9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.5M -$1.12M -31,054 -32%
LPL Financial
22
LPL Financial
California
$2.43M +$518K +14,342 +28%
MOS
23
MGO One Seven
Ohio
$2.43M -$227K -6,300 -9%
PCA
24
Pallas Capital Advisors
Massachusetts
$2.4M +$412K +11,413 +21%
SS
25
Sunbelt Securities
Texas
$2.39M -$51.9K -1,438 -2%