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Innovator Growth-100 Power Buffer ETF January

94 hedge funds and large institutions have $176M invested in Innovator Growth-100 Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 5

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

187% more capital invested

Capital invested by funds: $61.2M → $176M (+$114M)

49% more funds holding

Funds holding: 6394 (+31)

13.08% less ownership

Funds ownership: 76.73%63.64% (-13%)

Holders
94
Holders Change
+31
Holders Change %
+49.21%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
45
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$259K +$254K +5,936 New
AAS
77
Avantax Advisory Services
Texas
$255K +$250K +5,849 New
William Blair & Company
78
William Blair & Company
Illinois
$248K +$243K +5,681 New
CWM
79
Collaborative Wealth Management
Florida
$246K -$151K -3,529 -38%
SWA
80
Stratos Wealth Advisors
Ohio
$236K +$232K +5,424 New
HI
81
Harbour Investments
Wisconsin
$220K +$86.3K +2,020 +67%
ORG
82
Optimist Retirement Group
Washington
$218K
TWM
83
Tradition Wealth Management
Minnesota
$215K +$211K +4,928 New
SPIA
84
Steward Partners Investment Advisory
New York
$205K +$174K +4,072 +639%
GTAM
85
Global Trust Asset Management
Florida
$126K
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$108K +$106K +2,488 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$79.9K
Comerica Bank
88
Comerica Bank
Texas
$65.4K +$64.1K +1,500 New
AF
89
Allworth Financial
California
$65.3K +$64K +1,498 New
NS
90
NBC Securities
Alabama
$31K +$25.6K +600 +465%
AIC
91
Archer Investment Corporation
Indiana
$25.6K +$25.1K +588 New
US Bancorp
92
US Bancorp
Minnesota
$18.9K
WCM
93
Weaver Capital Management
Georgia
$4.62K +$4.53K +106 New
Morgan Stanley
94
Morgan Stanley
New York
$2.7K -$16.1K -378 -86%
HighTower Advisors
95
HighTower Advisors
Illinois
-$353K -8,469 Closed
WIA
96
World Investment Advisors
California
-$297K -6,277 Closed
AWA
97
Arete Wealth Advisors
Illinois
-$247K -5,913 Closed
CAG
98
Compass Advisory Group
New York
-$212K -5,075 Closed