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Innovator US Equity Power Buffer ETF January

58 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF January in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

4% more funds holding

Funds holding: 5658 (+2)

1% less capital invested

Capital invested by funds: $146M → $145M (-$1.04M)

12.75% less ownership

Funds ownership: 61.59%48.84% (-13%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
9
Increased
21
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
26
TrustCore Financial Services
Tennessee
$1.37M +$1.36M +46,802 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.36M -$806K -27,838 -38%
NFG
28
Next Financial Group
Texas
$1.17M -$7.24K -250 -0.6%
BPA
29
Beacon Pointe Advisors
California
$1.11M +$1.09M +37,800 New
EWM
30
Elmwood Wealth Management
California
$955K
KAS
31
Kestra Advisory Services
Texas
$918K +$907K +31,306 New
SFSG
32
Stearns Financial Services Group
North Carolina
$840K +$767K +26,483 +1,230%
SWA
33
Stratos Wealth Advisors
Ohio
$816K +$388K +13,395 +93%
LPL Financial
34
LPL Financial
California
$774K -$25.8K -891 -3%
WCG
35
Weaver Consulting Group
California
$665K -$184K -6,363 -22%
HFP
36
Holistic Financial Partners
Indiana
$595K -$185K -6,400 -24%
Truist Financial
37
Truist Financial
North Carolina
$496K +$490K +16,909 New
PAS
38
Partnervest Advisory Services
California
$420K
APCM
39
Alaska Permanent Capital Management
Alaska
$419K +$205K +7,090 +98%
TW
40
Transform Wealth
Colorado
$375K +$28.2K +973 +8%
CFA
41
Carroll Financial Associates
North Carolina
$348K +$345K +11,900 New
OMC
42
Old Mission Capital
Illinois
$331K -$292K -10,084 -47%
FFN
43
Focus Financial Network
Minnesota
$320K +$73.5K +2,536 +30%
CA
44
Cambridge Advisors
Nebraska
$316K -$3.33M -114,908 -91%
ASN
45
Advisory Services Network
Georgia
$298K
RIS
46
Retirement Income Solutions
Michigan
$279K
PAM
47
Peak Asset Management
Colorado
$266K +$18.6K +642 +8%
BFC
48
Bedel Financial Consulting
Indiana
$243K +$29.6K +1,022 +14%
VFA
49
Valeo Financial Advisors
Indiana
$52K
LFG
50
Larson Financial Group
Missouri
$52K +$41.2K +1,422 +411%