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Innovator US Small Cap Power Buffer ETF January

118 hedge funds and large institutions have $192M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
33
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
1
Compass Advisory Group
New York
$20.3M +$169K +4,519 +0.8%
PP
2
PFS Partners
New Jersey
$19.3M -$215K -5,726 -1%
LIWM
3
Long Island Wealth Management
New York
$16.3M +$5.18M +138,112 +47%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M -$1.79M -47,779 -11%
MW
5
MBL Wealth
North Carolina
$8.03M -$4.12M -109,876 -34%
BMM
6
Berkshire Money Management
Massachusetts
$5.88M -$3.62M -96,641 -38%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.75M -$10.5M -279,462 -65%
KAS
8
Kestra Advisory Services
Texas
$5.66M +$1.94M +51,858 +52%
Raymond James Financial
9
Raymond James Financial
Florida
$5.5M +$755K +20,151 +16%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.6M -$2.16M -57,742 -32%
William Blair & Company
11
William Blair & Company
Illinois
$4.45M +$96.4K +2,572 +2%
PS
12
Principal Securities
Iowa
$3.88M +$37.4K +999 +1%
AF
13
Advisornet Financial
Minnesota
$3.78M -$16.5K -441 -0.4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.69M +$2.21M +57,945 +150%
IMC
15
Investment Management Corporation
Virginia
$3.18M +$2.36K +63 +0.1%
LPL Financial
16
LPL Financial
California
$3.13M +$442K +11,799 +16%
BCM
17
Brookstone Capital Management
Illinois
$3.09M -$40.5K -1,080 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.93M -$829K -22,114 -22%
PCA
19
Pallas Capital Advisors
Massachusetts
$2.64M +$63.6K +1,698 +2%
SS
20
Sunbelt Securities
Texas
$2.55M +$3.51K +94 +0.1%
WTFG
21
Wood Tarver Financial Group
Idaho
$2.02M -$86.5K -2,308 -4%
SB
22
Strategic Blueprint
Georgia
$1.88M +$34.6K +923 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.81M -$207K -5,530 -10%
Truist Financial
24
Truist Financial
North Carolina
$1.73M +$63.6K +1,697 +4%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.64M -$40K -1,068 -2%