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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
NA
1
NewEdge Advisors
Louisiana
$21.1M -$106K -2,419 -0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M +$21.6K +492 +0.1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$13.3M +$11.3M +256,361 +684%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.4M -$4.27M -97,193 -30%
AF
5
Advisornet Financial
Minnesota
$7.52M -$988K -22,476 -12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.12M -$1.34M -30,376 -18%
KAS
7
Kestra Advisory Services
Texas
$5.78M -$3.32M -75,413 -37%
MCM
8
MAI Capital Management
Ohio
$4.01M -$4.4M -100,133 -53%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.33M -$1.15M -26,107 -26%
SI
10
Stephens Inc
Arkansas
$3.17M -$5.71K -130 -0.2%
Truist Financial
11
Truist Financial
North Carolina
$3M -$48.3K -1,098 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.68M -$117K -2,651 -4%
DI
13
Diligent Investors
California
$2.1M -$4.18K -95 -0.2%
RA
14
RFG Advisory
Alabama
$1.95M -$470K -10,679 -20%
CWG
15
Crown Wealth Group
North Carolina
$1.87M
LPL Financial
16
LPL Financial
California
$1.85M +$431K +9,811 +32%
MPCL
17
My Personal CFO LLC
Washington
$1.77M
DFA
18
DHJJ Financial Advisors
Illinois
$1.7M -$18.3K -416 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.56M -$39K -886 -3%
CA
20
CoreCap Advisors
Michigan
$1.5M -$2.42K -55 -0.2%
CF
21
Centaurus Financial
California
$1.5M -$38.9K -884 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.49M +$751K +17,090 +108%
PA
23
PFG Advisors
Arizona
$1.47M -$8.22K -187 -0.6%
SS
24
Sunbelt Securities
Texas
$1.46M -$51.7K -1,175 -4%
SB
25
Strategic Blueprint
Georgia
$1.41M +$82.7K +1,880 +6%