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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
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$215K +$208K +4,730 New
SPIA
77
Steward Partners Investment Advisory
New York
$213K -$396 -9 -0.2%
PWA
78
Pillar Wealth Advisors
Pennsylvania
$207K -$60.5K -1,376 -23%
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Michigan
$155K +$40.6K +923 +37%
UBS Group
80
UBS Group
Switzerland
$143K +$138K +3,150 New
GTAM
81
Global Trust Asset Management
Florida
$132K
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$83.2K
AF
83
Allworth Financial
California
$83.1K +$14.8K +336 +22%
Comerica Bank
84
Comerica Bank
Texas
$68K
NS
85
NBC Securities
Alabama
$33K
AIC
86
Archer Investment Corporation
Indiana
$26.7K
US Bancorp
87
US Bancorp
Minnesota
$19.6K
Jones Financial Companies
88
Jones Financial Companies
Missouri
$11.7K +$11.3K +258 New
WCM
89
Weaver Capital Management
Georgia
$4.81K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.08K +70 New
Morgan Stanley
91
Morgan Stanley
New York
$2.81K
SAS
92
SMI Advisory Services
Indiana
-$15.1M -348,698 Closed
PCS
93
Personal CFO Solutions
New Jersey
-$6.34M -145,554 Closed
CWM
94
Castle Wealth Management
Florida
-$936K -21,489 Closed
PI
95
PFG Investments
New York
-$687K -15,773 Closed
LNC
96
Lincoln National Corp
Pennsylvania
-$658K -15,088 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$647K -14,848 Closed
AGA
98
Accuvest Global Advisors
Utah
-$408K -9,390 Closed
FFS
99
Founders Financial Securities
Maryland
-$297K -6,812 Closed
KWA
100
Kingswood Wealth Advisors
California
-$263K -6,042 Closed