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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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$20.3M
PP
2
PFS Partners
New Jersey
$19.3M
LIWM
3
Long Island Wealth Management
New York
$16.3M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M
MW
5
MBL Wealth
North Carolina
$8.03M
BMM
6
Berkshire Money Management
Massachusetts
$5.88M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.75M
KAS
8
Kestra Advisory Services
Texas
$5.66M
Raymond James Financial
9
Raymond James Financial
Florida
$5.5M
Osaic Holdings
10
Osaic Holdings
Arizona
$4.6M
William Blair & Company
11
William Blair & Company
Illinois
$4.45M
PS
12
Principal Securities
Iowa
$3.88M
AF
13
Advisornet Financial
Minnesota
$3.78M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.69M
IMC
15
Investment Management Corporation
Virginia
$3.18M
LPL Financial
16
LPL Financial
California
$3.13M
BCM
17
Brookstone Capital Management
Illinois
$3.09M
HighTower Advisors
18
HighTower Advisors
Illinois
$2.93M
PCA
19
Pallas Capital Advisors
Massachusetts
$2.64M
SS
20
Sunbelt Securities
Texas
$2.55M
WTFG
21
Wood Tarver Financial Group
Idaho
$2.02M
SB
22
Strategic Blueprint
Georgia
$1.88M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.81M
Truist Financial
24
Truist Financial
North Carolina
$1.73M
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.64M