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Innovator US Small Cap Power Buffer ETF January

116 hedge funds and large institutions have $195M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0.14% less ownership

Funds ownership: 68.42%68.29% (-0.14%)

1% less capital invested

Capital invested by funds: $198M → $195M (-$2.66M)

2% less funds holding

Funds holding: 118116 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

72% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 57

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
16
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
PFS Partners
New Jersey
$20.6M -$125K -3,211 -0.6%
LIWM
2
Long Island Wealth Management
New York
$17.4M -$102K -2,609 -0.6%
CAG
3
Compass Advisory Group
New York
$11.3M -$10.2M -261,039 -48%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M -$111K -2,850 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M -$5.26M -135,262 -35%
MW
6
MBL Wealth
North Carolina
$8.66M +$16.1K +413 +0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.65M +$436K +11,200 +7%
BMM
8
Berkshire Money Management
Massachusetts
$6.2M -$128K -3,278 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$5.76M -$158K -4,054 -3%
William Blair & Company
10
William Blair & Company
Illinois
$4.78M -$8.99K -231 -0.2%
PS
11
Principal Securities
Iowa
$4.73M +$537K +13,794 +13%
KAS
12
Kestra Advisory Services
Texas
$4.24M -$1.78M -45,731 -30%
AF
13
Advisornet Financial
Minnesota
$4.04M -$30.2K -775 -0.8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.88M -$30.9K -794 -0.8%
LPL Financial
15
LPL Financial
California
$3.74M +$353K +9,073 +11%
IMC
16
Investment Management Corporation
Virginia
$3.4M -$21.7K -558 -0.7%
BCM
17
Brookstone Capital Management
Illinois
$3.26M -$63.5K -1,632 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.91M -$240K -6,165 -8%
PCA
19
Pallas Capital Advisors
Massachusetts
$2.85M +$9.34K +240 +0.3%
SS
20
Sunbelt Securities
Texas
$2.74M -$17.5K -449 -0.7%
OIA
21
OneDigital Investment Advisors
Kansas
$2.3M +$588K +15,101 +36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.19M +$240K +6,168 +13%
WTFG
23
Wood Tarver Financial Group
Idaho
$2.02M -$151K -3,882 -7%
SB
24
Strategic Blueprint
Georgia
$2.02M -$6.27K -161 -0.3%
OMC
25
Old Mission Capital
Illinois
$1.9M +$1.2M +30,854 +191%