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Innovator Growth-100 Power Buffer ETF January

54 hedge funds and large institutions have $40M invested in Innovator Growth-100 Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 51.69%51.88% (+0.2%)

0% more funds holding

Funds holding: 5454 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

17% less capital invested

Capital invested by funds: $48.2M → $40M (-$8.2M)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$7.36M -$133K -3,306 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.89M +$1.1M +27,141 +23%
RGF
3
Retirement Guys Formula
Ohio
$2.66M -$93.6K -2,319 -3%
DI
4
Diligent Investors
California
$1.84M
DFA
5
DHJJ Financial Advisors
Illinois
$1.6M -$158K -3,928 -9%
MPCL
6
My Personal CFO LLC
Washington
$1.58M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.28M +$73.6K +1,823 +6%
SS
8
Sunbelt Securities
Texas
$1.22M +$34.3K +850 +3%
CAN
9
Cetera Advisor Networks
California
$957K +$213K +5,276 +29%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$938K -$279K -6,923 -23%
KAS
11
Kestra Advisory Services
Texas
$835K -$60.5K -1,500 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$724K -$970K -24,039 -57%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$720K -$109K -2,706 -13%
CA
14
CoreCap Advisors
Michigan
$700K +$139K +3,455 +25%
SWM
15
Sugarloaf Wealth Management
Georgia
$608K
SCA
16
Snowden Capital Advisors
New York
$595K +$103K +2,550 +21%
LNC
17
Lincoln National Corp
Pennsylvania
$588K
OMC
18
Old Mission Capital
Illinois
$568K +$564K +13,987 New
CF
19
Centaurus Financial
California
$558K -$5.12K -127 -0.9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$545K +$542K +13,430 New
MHS
21
M Holdings Securities
Oregon
$511K +$508K +12,594 New
BMM
22
Berkshire Money Management
Massachusetts
$489K -$59.9K -1,484 -11%
SB
23
Strategic Blueprint
Georgia
$477K +$43.8K +1,085 +10%
Truist Financial
24
Truist Financial
North Carolina
$419K -$928 -23 -0.2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$388K -$35.5K -880 -8%