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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
NA
1
NewEdge Advisors
Louisiana
$20.4M +$1.13M +26,550 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.5M +$17.2M +403,808 +924%
SAS
3
SMI Advisory Services
Indiana
$15.1M +$14.9M +348,698 New
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M +$9.04M +211,555 +186%
KAS
5
Kestra Advisory Services
Texas
$8.84M +$6.96M +162,978 +409%
MCM
6
MAI Capital Management
Ohio
$8.21M +$4.48M +104,953 +126%
AF
7
Advisornet Financial
Minnesota
$8.21M +$7.57M +177,245 +1,603%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.2M +$6.38M +149,359 +938%
PCS
9
Personal CFO Solutions
New Jersey
$6.34M +$6.22M +145,554 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.34M +$3.33M +78,067 +364%
SI
11
Stephens Inc
Arkansas
$3.05M +$2.99M +70,037 New
Truist Financial
12
Truist Financial
North Carolina
$2.93M +$1.71M +39,942 +146%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.69M +$2.3M +53,908 +681%
CA
14
Cetera Advisors
Colorado
$2.35M +$2.09M +48,892 +956%
RA
15
RFG Advisory
Alabama
$2.34M +$2.29M +53,638 New
Jane Street
16
Jane Street
New York
$2.08M +$2.04M +47,700 New
DI
17
Diligent Investors
California
$2.03M +$87.6K +2,050 +5%
CWG
18
Crown Wealth Group
North Carolina
$1.8M +$469K +10,983 +36%
MPCL
19
My Personal CFO LLC
Washington
$1.7M
DFA
20
DHJJ Financial Advisors
Illinois
$1.65M +$204K +4,781 +14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.63M +$696K +16,292 +77%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.54M +$1.51M +35,404 New
CF
23
Centaurus Financial
California
$1.48M +$880K +20,604 +156%
RJA
24
Raymond James & Associates
Florida
$1.45M +$1.43M +33,374 New
SS
25
Sunbelt Securities
Texas
$1.45M +$228K +5,349 +19%