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Innovator Growth-100 Power Buffer ETF January

91 hedge funds and large institutions have $148M invested in Innovator Growth-100 Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 63.64%63.17% (-0.47%)

3% less funds holding

Funds holding: 9491 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

16% less capital invested

Capital invested by funds: $176M → $148M (-$28M)

61% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$344K
SWP
52
Summit Wealth Partners
Florida
$335K -$8.31K -189 -2%
MAWAG
53
Mid-American Wealth Advisory Group
Missouri
$333K +$323K +7,346 New
GS
54
GTS Securities
New York
$332K
RGF
55
Retirement Guys Formula
Ohio
$319K +$6.9K +157 +2%
CPA
56
Clear Point Advisors
New York
$312K -$2.2K -50 -0.7%
PS
57
Principal Securities
Iowa
$312K +$3.25K +74 +1%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$304K
WIM
59
WealthPlan Investment Management
Nebraska
$294K -$93.2K -2,120 -25%
BWM
60
BCS Wealth Management
Tennessee
$291K
MSFS
61
Main Street Financial Solutions
Pennsylvania
$286K
LIWM
62
Long Island Wealth Management
New York
$277K
AWS
63
Atria Wealth Solutions
New York
$276K -$79.9K -1,817 -23%
BFA
64
Beacon Financial Advisory
Ohio
$269K
AWA
65
Arete Wealth Advisors
Illinois
$269K +$260K +5,913 New
SPC
66
Sigma Planning Corp
Michigan
$267K -$460K -10,469 -64%
AAS
67
Avantax Advisory Services
Texas
$265K
William Blair & Company
68
William Blair & Company
Illinois
$258K
CWM
69
Collaborative Wealth Management
Florida
$256K
BCM
70
Brookstone Capital Management
Illinois
$254K -$76.9K -1,749 -24%
CFCI
71
Comprehensive Financial Consultants Institutional
Indiana
$249K -$107K -2,438 -31%
SWA
72
Stratos Wealth Advisors
Ohio
$246K
HI
73
Harbour Investments
Wisconsin
$229K
ORG
74
Optimist Retirement Group
Washington
$227K
TWM
75
Tradition Wealth Management
Minnesota
$221K -$2.81K -64 -1%