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Innovator US Equity Power Buffer ETF January

72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more funds holding

Funds holding: 5872 (+14)

16.65% more ownership

Funds ownership: 48.84%65.49% (+17%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $145M → $144M (-$526K)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
19
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Alera Investment Advisors
Illinois
$1.46M -$188K -6,283 -12%
BWM
27
BCGM Wealth Management
Indiana
$1.45M +$1.39M +46,549 New
CG
28
Caprock Group
Idaho
$1.4M +$1.37M +45,918 New
PI
29
Parkside Investments
Illinois
$1.24M -$2.16M -72,100 -64%
TFS
30
TrustCore Financial Services
Tennessee
$1.22M -$206K -6,892 -15%
SWA
31
Stratos Wealth Advisors
Ohio
$1.11M +$256K +8,541 +31%
NFG
32
Next Financial Group
Texas
$1.09M -$119K -3,983 -10%
KAS
33
Kestra Advisory Services
Texas
$1.08M +$123K +4,108 +13%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$950K +$928K +31,000 +31,000%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$892K +$611K +20,423 +165%
LPL Financial
36
LPL Financial
California
$788K -$19.3K -644 -2%
CPIG
37
Chicago Partners Investment Group
Illinois
$707K +$686K +22,917 New
Wolverine Trading
38
Wolverine Trading
Illinois
$617K +$604K +20,165 New
BFC
39
Bedel Financial Consulting
Indiana
$587K +$326K +10,905 +131%
LNC
40
Lincoln National Corp
Pennsylvania
$563K +$551K +18,414 New
Truist Financial
41
Truist Financial
North Carolina
$517K
HFP
42
Holistic Financial Partners
Indiana
$505K -$114K -3,818 -19%
T
43
TRUADVICE
Florida
$495K +$487K +16,281 New
WCG
44
Weaver Consulting Group
California
$438K -$249K -8,334 -37%
APCM
45
Alaska Permanent Capital Management
Alaska
$437K
BWM
46
BCS Wealth Management
Tennessee
$418K +$409K +13,678 New
CA
47
Cambridge Advisors
Nebraska
$412K +$80.4K +2,685 +25%
ASN
48
Advisory Services Network
Georgia
$376K +$64.4K +2,150 +21%
TW
49
Transform Wealth
Colorado
$364K -$26.4K -882 -7%
CFA
50
Carroll Financial Associates
North Carolina
$363K