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Innovator US Small Cap Power Buffer ETF January

127 hedge funds and large institutions have $225M 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, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

5% more funds holding

Funds holding: 121127 (+6)

3.75% more ownership

Funds ownership: 67.24%70.99% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

67% less capital invested

Capital invested by funds: $689M → $225M (-$464M)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.7%
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
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$19.2M +$1.78M +47,921 +10%
PP
2
PFS Partners
New Jersey
$18.6M +$2.53K +68 +0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.5M +$2.2M +58,968 +16%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M +$11.7M +314,528 +266%
SI
5
Stephens Inc
Arkansas
$15.4M +$1.7M +45,600 +12%
MW
6
MBL Wealth
North Carolina
$11.6M -$260K -6,985 -2%
LIWM
7
Long Island Wealth Management
New York
$10.6M +$190K +5,113 +2%
BMM
8
Berkshire Money Management
Massachusetts
$9.07M -$4.34M -116,559 -31%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.46M +$952K +25,583 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$4.52M +$3.26M +87,645 +225%
CSP
11
Cary Street Partners
Virginia
$4.25M -$262K -7,050 -6%
William Blair & Company
12
William Blair & Company
Illinois
$4.15M +$2.67M +71,611 +161%
PS
13
Principal Securities
Iowa
$3.83M
AF
14
Advisornet Financial
Minnesota
$3.62M -$60K -1,611 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.59M +$613K +16,457 +20%
KAS
16
Kestra Advisory Services
Texas
$3.54M -$1.65M -44,202 -31%
IMC
17
Investment Management Corporation
Virginia
$3.03M -$15.9K -426 -0.5%
BCM
18
Brookstone Capital Management
Illinois
$2.98M +$413K +11,102 +15%
LPL Financial
19
LPL Financial
California
$2.57M +$245K +6,589 +10%
AIA
20
AssuredPartners Investment Advisors
Florida
$2.51M -$63.3K -1,699 -2%
PCA
21
Pallas Capital Advisors
Massachusetts
$2.45M +$137K +3,687 +6%
SS
22
Sunbelt Securities
Texas
$2.44M -$3.5K -94 -0.1%
MOS
23
MGO One Seven
Ohio
$2.33M -$3.72K -100 -0.2%
MW
24
Marcum Wealth
Ohio
$2.07M +$44.2K +1,187 +2%
WTFG
25
Wood Tarver Financial Group
Idaho
$2.01M +$1.59M +42,664 +314%