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Innovator Growth-100 Power Buffer ETF January
NJAN

Overview Fund Activity

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.

Holders
94
Holders Change
+31
Holders Change %
+49.21%
% of All Funds
1.36%
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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.5M
2
SAS
2
SMI Advisory Services
Indiana
$15.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.2M
4
AF
4
Advisornet Financial
Minnesota
$8.21M
5
KAS
5
Kestra Advisory Services
Texas
$8.84M

Top Sellers

1
RGF
1
Retirement Guys Formula
Ohio
$299K
2
AWM
2
AE Wealth Management
Kansas
$836K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
WIA
4
World Investment Advisors
California
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
76
Beacon Financial Advisory
Ohio
$259K 5,936 +5,936 New
AAS
77
Avantax Advisory Services
Texas
$255K 5,849 +5,849 New
William Blair & Company
78
William Blair & Company
Illinois
$248K 5,681 +5,681 New
CWM
79
Collaborative Wealth Management
Florida
$246K 5,640 -3,529 -38%
SWA
80
Stratos Wealth Advisors
Ohio
$236K 5,424 +5,424 New
HI
81
Harbour Investments
Wisconsin
$220K 5,053 +2,020 +67%
ORG
82
Optimist Retirement Group
Washington
$218K 5,012 – –
TWM
83
Tradition Wealth Management
Minnesota
$215K 4,928 +4,928 New
SPIA
84
Steward Partners Investment Advisory
New York
$205K 4,709 +4,072 +639%
GTAM
85
Global Trust Asset Management
Florida
$126K 2,900 – –
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$108K 2,488 +2,488 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$79.9K 1,834 – –
Comerica Bank
88
Comerica Bank
Texas
$65.4K 1,500 +1,500 New
AF
89
Allworth Financial
California
$65.3K 1,498 +1,498 New
NS
90
NBC Securities
Alabama
$31K 729 +600 +465%
AIC
91
Archer Investment Corporation
Indiana
$25.6K 588 +588 New
US Bancorp
92
US Bancorp
Minnesota
$18.9K 433 – –
WCM
93
Weaver Capital Management
Georgia
$4.62K 106 +106 New
Morgan Stanley
94
Morgan Stanley
New York
$2.7K 62 -378 -86%
HighTower Advisors
95
HighTower Advisors
Illinois
– – -8,469 Closed
WIA
96
World Investment Advisors
California
– – -6,277 Closed
AWA
97
Arete Wealth Advisors
Illinois
– – -5,913 Closed
CAG
98
Compass Advisory Group
New York
– – -5,075 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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4