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Innovator US Small Cap Power Buffer ETF January

127 hedge funds and large institutions have $224M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
50
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
1
Compass Advisory Group
New York
$19.2M 536,845 +47,921 +10%
PP
2
PFS Partners
New Jersey
$18.6M 519,370 +68 +0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.5M 434,843 +58,968 +16%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M 432,970 +314,528 +266%
SI
5
Stephens Inc
Arkansas
$15.4M 429,752 +45,600 +12%
MW
6
MBL Wealth
North Carolina
$11.6M 324,103 -6,985 -2%
LIWM
7
Long Island Wealth Management
New York
$10.6M 295,780 +5,113 +2%
BMM
8
Berkshire Money Management
Massachusetts
$9.07M 253,641 -116,559 -31%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.46M 180,744 +25,583 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$4.52M 126,513 +87,645 +225%
CSP
11
Cary Street Partners
Virginia
$4.25M 118,999 -7,050 -6%
William Blair & Company
12
William Blair & Company
Illinois
$4.15M 116,164 +71,611 +161%
PS
13
Principal Securities
Iowa
$3.83M 102,519
AF
14
Advisornet Financial
Minnesota
$3.62M 101,335 -1,611 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.59M 100,318 +16,457 +20%
KAS
16
Kestra Advisory Services
Texas
$3.54M 99,035 -44,202 -31%
IMC
17
Investment Management Corporation
Virginia
$3.03M 84,838 -426 -0.5%
BCM
18
Brookstone Capital Management
Illinois
$2.98M 83,406 +11,102 +15%
LPL Financial
19
LPL Financial
California
$2.57M 71,800 +6,589 +10%
AIA
20
AssuredPartners Investment Advisors
Florida
$2.51M 70,163 -1,699 -2%
PCA
21
Pallas Capital Advisors
Massachusetts
$2.45M 68,630 +3,687 +6%
SS
22
Sunbelt Securities
Texas
$2.44M 68,207 -94 -0.1%
MOS
23
MGO One Seven
Ohio
$2.33M 65,064 -100 -0.2%
MW
24
Marcum Wealth
Ohio
$2.07M 57,818 +1,187 +2%
WTFG
25
Wood Tarver Financial Group
Idaho
$2.01M 56,237 +42,664 +314%