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Innovator Growth-100 Power Buffer ETF January

87 hedge funds and large institutions have $134M invested in Innovator Growth-100 Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 64.34%66.73% (+2.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% less capital invested

Capital invested by funds: $135M → $134M (-$108K)

1% less funds holding

Funds holding: 8887 (-1)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
14
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$958K -$86K -1,819 -8%
SWM
27
Sugarloaf Wealth Management
Georgia
$951K -$47.3K -1,000 -5%
MHS
28
M Holdings Securities
Oregon
$949K
CW
29
CreativeOne Wealth
Kansas
$834K +$820K +17,351 New
CPRC
30
Consolidated Portfolio Review Corp
New York
$766K
CFD
31
Creative Financial Designs
Indiana
$682K -$11.8K -250 -2%
FFN
32
Focus Financial Network
Minnesota
$664K
CA
33
CoreCap Advisors
Michigan
$627K -$937K -19,823 -60%
FA
34
Faithward Advisors
Pennsylvania
$588K -$1.8K -38 -0.3%
BMM
35
Berkshire Money Management
Massachusetts
$580K
IA
36
IFP Advisors
Florida
$565K +$190K +4,015 +52%
AWM
37
AE Wealth Management
Kansas
$534K -$385K -8,140 -42%
FA
38
FSA Advisors
Michigan
$526K -$12.6K -266 -2%
BCM
39
Brookstone Capital Management
Illinois
$483K +$135K +2,850 +40%
HighTower Advisors
40
HighTower Advisors
Illinois
$448K +$440K +9,307 New
HA
41
Helium Advisors
Washington
$447K +$439K +9,290 New
CFS
42
CRA Financial Services
New Jersey
$439K -$4.73K -100 -1%
Raymond James Financial
43
Raymond James Financial
Florida
$415K +$408K +8,634 New
TF
44
Trek Financial
Arizona
$402K -$189K -4,007 -32%
CA
45
CWC Advisors
Oregon
$359K +$353K +7,458 New
CPA
46
Clear Point Advisors
New York
$355K +$23.6K +500 +7%
KWS
47
Keystone Wealth Services
California
$350K -$14.4K -305 -4%
ACM
48
Arlington Capital Management
Illinois
$345K +$36.3K +768 +12%
RGF
49
Retirement Guys Formula
Ohio
$328K -$8.89K -188 -3%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$322K