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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
WIM
51
WealthPlan Investment Management
Nebraska
$312K
CB
52
Chris Bulman
California
$310K +$81.5K +1,724 +37%
MSFS
53
Main Street Financial Solutions
Pennsylvania
$303K
LIWM
54
Long Island Wealth Management
New York
$294K
AWS
55
Atria Wealth Solutions
New York
$290K -$3.36K -71 -1%
CA
56
Corrado Advisors
New Jersey
$287K +$282K +5,972 New
AWA
57
Arete Wealth Advisors
Illinois
$284K
KWA
58
Kingswood Wealth Advisors
California
$284K +$279K +5,902 New
William Blair & Company
59
William Blair & Company
Illinois
$273K
CWM
60
Collaborative Wealth Management
Florida
$271K
AAS
61
Avantax Advisory Services
Texas
$266K -$10.5K -222 -4%
SWA
62
Stratos Wealth Advisors
Ohio
$261K
SPIA
63
Steward Partners Investment Advisory
New York
$259K
HI
64
Harbour Investments
Wisconsin
$243K -$284 -6 -0.1%
ORG
65
Optimist Retirement Group
Washington
$241K
RCM
66
Riggs Capital Management
Utah
$229K +$226K +4,770 New
BWM
67
BCS Wealth Management
Tennessee
$227K -$80.5K -1,702 -27%
GS
68
GWN Securities
Florida
$227K +$223K +4,715 New
VBFP
69
Valtinson Bruner Financial Planning
Minnesota
$225K
TWM
70
Tradition Wealth Management
Minnesota
$219K -$10.6K -225 -5%
Goldman Sachs
71
Goldman Sachs
New York
$218K +$214K +4,532 New
CAL
72
Capital Analysts LLC
Pennsylvania
$157K -$226K -4,771 -59%
OLVIG
73
Oliver Lagore Vanvalin Investment Group
Michigan
$154K +$3.07K +65 +2%
WTFG
74
Wood Tarver Financial Group
Idaho
$120K +$119K +2,512 New
GTAM
75
Global Trust Asset Management
Florida
$96.2K -$42.6K -900 -31%