We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

56 hedge funds and large institutions have $146M invested in Innovator US Equity Power Buffer ETF January in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

27% more funds holding

Funds holding: 4456 (+12)

9% more capital invested

Capital invested by funds: $134M → $146M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.61% less ownership

Funds ownership: 65.2%61.59% (-3.6%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
13
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Elmwood Wealth Management
California
$955K +$922K +34,109 New
RIA
27
Regal Investment Advisors
Michigan
$882K +$852K +31,500 New
WCG
28
Weaver Consulting Group
California
$813K
LPL Financial
29
LPL Financial
California
$764K -$40.4K -1,493 -5%
HFP
30
Holistic Financial Partners
Indiana
$748K +$200K +7,385 +38%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$644K -$380K -14,068 -38%
OMC
32
Old Mission Capital
Illinois
$598K +$578K +21,366 New
SI
33
Stephens Inc
Arkansas
$558K +$539K +19,925 New
GCP
34
Gill Capital Partners
Colorado
$475K +$144K +5,330 +46%
AWM
35
AE Wealth Management
Kansas
$462K +$447K +16,516 New
SWA
36
Stratos Wealth Advisors
Ohio
$404K +$390K +14,427 New
PAS
37
Partnervest Advisory Services
California
$401K +$387K +14,310 New
LNC
38
Lincoln National Corp
Pennsylvania
$369K +$79.9K +2,955 +29%
TW
39
Transform Wealth
Colorado
$331K +$319K +11,804 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$303K +$292K +10,815 New
ASN
41
Advisory Services Network
Georgia
$284K +$249K +9,209 +977%
RIS
42
Retirement Income Solutions
Michigan
$267K
PAM
43
Peak Asset Management
Colorado
$236K +$228K +8,430 New
FFN
44
Focus Financial Network
Minnesota
$235K +$3.79K +140 +2%
BFC
45
Bedel Financial Consulting
Indiana
$204K
AAS
46
Avantax Advisory Services
Texas
$204K +$197K +7,293 New
APCM
47
Alaska Permanent Capital Management
Alaska
$202K +$195K +7,205 New
SFSG
48
Stearns Financial Services Group
North Carolina
$60K -$572K -21,155 -91%
VFA
49
Valeo Financial Advisors
Indiana
$49K
WCAMG
50
Woodard & Company Asset Management Group
North Carolina
$42K +$13.5K +500 +50%