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Innovator Growth-100 Power Buffer ETF January

87 hedge funds and large institutions have $134M invested in Innovator Growth-100 Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.38% more ownership

Funds ownership: 64.34%66.73% (+2.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% less capital invested

Capital invested by funds: $135M → $134M (-$108K)

1% less funds holding

Funds holding: 8887 (-1)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
14
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.8M +$314K +6,642 +2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$15.5M +$594K +12,569 +4%
NA
3
NewEdge Advisors
Louisiana
$12.4M -$7.08M -149,759 -37%
AF
4
Advisornet Financial
Minnesota
$9.28M +$1.36M +28,840 +18%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.08M -$1.77M -37,370 -20%
KAS
6
Kestra Advisory Services
Texas
$5.73M +$1.66M +35,092 +42%
SF
7
Seros Financial
Arizona
$5.63M +$5.87M +124,142 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.06M +$705K +14,916 +17%
PS
9
Principal Securities
Iowa
$4.1M +$3.79M +80,058 +1,569%
RCWM
10
Red Crane Wealth Management
California
$3.42M +$3.36M +71,116 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.18M -$2.15M -45,516 -41%
SI
12
Stephens Inc
Arkansas
$2.61M -$408K -8,627 -14%
DI
13
Diligent Investors
California
$2.16M -$16.4K -346 -0.8%
Truist Financial
14
Truist Financial
North Carolina
$2.13M -$1.01M -21,259 -32%
MPCL
15
My Personal CFO LLC
Washington
$1.88M
LPL Financial
16
LPL Financial
California
$1.76M -$246K -5,196 -12%
CWG
17
Crown Wealth Group
North Carolina
$1.76M -$12.4K -263 -0.7%
SS
18
Sunbelt Securities
Texas
$1.58M +$58.3K +1,233 +4%
CF
19
Centaurus Financial
California
$1.46M -$133K -2,808 -8%
DFA
20
DHJJ Financial Advisors
Illinois
$1.46M -$329K -6,964 -19%
MCM
21
MAI Capital Management
Ohio
$1.45M +$54.2K +1,147 +4%
PA
22
PFG Advisors
Arizona
$1.25M -$171K -3,622 -12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.22M -$1.31M -27,699 -52%
SB
24
Strategic Blueprint
Georgia
$1.22M -$4.49K -95 -0.4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$965K -$31K -655 -3%