We are live on ! Find out more
NJAN icon

Innovator Growth-100 Power Buffer ETF January

61 hedge funds and large institutions have $49M invested in Innovator Growth-100 Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

88% more capital invested

Capital invested by funds: $26M → $49M (+$23M)

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more funds holding

Funds holding: 4661 (+15)

16.33% more ownership

Funds ownership: 36.61%52.94% (+16%)

Holders
61
Holders Change
+15
Holders Change %
+32.61%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
20
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$7M +$6.72M +184,201 New
Osaic Holdings
2
Osaic Holdings
Arizona
$5.62M +$2.02M +55,248 +59%
AF
3
Advisornet Financial
Minnesota
$4.59M +$705K +19,325 +19%
RGF
4
Retirement Guys Formula
Ohio
$2.64M +$2.54M +69,643 New
RA
5
RFG Advisory
Alabama
$1.96M +$12.2K +334 +0.7%
DI
6
Diligent Investors
California
$1.83M +$149K +4,090 +9%
DFA
7
DHJJ Financial Advisors
Illinois
$1.67M +$32.7K +895 +2%
MPCL
8
My Personal CFO LLC
Washington
$1.48M +$1.42M +39,000 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.46M +$1.02M +28,074 +269%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.17M +$256K +7,020 +29%
SS
11
Sunbelt Securities
Texas
$1.11M +$343K +9,399 +47%
WIA
12
World Investment Advisors
California
$814K +$772K +21,161 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$782K +$7.92K +217 +1%
CWS
14
Cypress Wealth Services
California
$757K -$99.5K -2,727 -12%
KAS
15
Kestra Advisory Services
Texas
$746K +$31K +850 +5%
Goldman Sachs
16
Goldman Sachs
New York
$739K +$711K +19,492 New
CAN
17
Cetera Advisor Networks
California
$694K +$347K +9,506 +108%
SWA
18
Stratos Wealth Advisors
Ohio
$660K -$24.6K -675 -4%
Wolverine Trading
19
Wolverine Trading
Illinois
$624K +$27.8K +762 +5%
LNC
20
Lincoln National Corp
Pennsylvania
$578K +$8.47K +232 +2%
SWM
21
Sugarloaf Wealth Management
Georgia
$568K +$121K +3,328 +29%
RJA
22
Raymond James & Associates
Florida
$559K +$538K +14,741 New
CW
23
CreativeOne Wealth
Kansas
$556K +$535K +14,672 New
MHS
24
M Holdings Securities
Oregon
$544K -$53.5K -1,466 -9%
CA
25
Cetera Advisors
Colorado
$540K -$101K -2,760 -16%