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Innovator US Equity Power Buffer ETF January

98 hedge funds and large institutions have $213M invested in Innovator US Equity Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

48% more capital invested

Capital invested by funds: $144M → $213M (+$68.8M)

36% more funds holding

Funds holding: 7298 (+26)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.39% less ownership

Funds ownership: 65.49%52.1% (-13%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
39
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NF
26
Nikulski Financial
Iowa
$2.14M +$66.5K +2,150 +3%
LWA
27
Lineweaver Wealth Advisors
Ohio
$2.14M +$2.1M +67,891 New
CAN
28
Cetera Advisor Networks
California
$2.02M -$75.3K -2,434 -4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.02M +$104K +3,350 +6%
HI
30
Harbour Investments
Wisconsin
$1.95M +$1.91M +61,811 New
AIA
31
Alera Investment Advisors
Illinois
$1.87M +$362K +11,702 +25%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.69M -$842K -27,222 -34%
ST
33
Sageworth Trust
Pennsylvania
$1.58M +$1.55M +50,000 New
LNC
34
Lincoln National Corp
Pennsylvania
$1.52M +$919K +29,691 +161%
BWM
35
BCGM Wealth Management
Indiana
$1.49M
EWM
36
Elmwood Wealth Management
California
$1.42M +$1.39M +45,045 New
JSL
37
JT Stratford LLC
Georgia
$1.4M +$1.37M +44,284 New
KAS
38
Kestra Advisory Services
Texas
$1.3M +$179K +5,787 +16%
PI
39
Parkside Investments
Illinois
$1.28M
SWA
40
Stratos Wealth Advisors
Ohio
$1.18M +$34.5K +1,116 +3%
NFG
41
Next Financial Group
Texas
$1.14M +$14.3K +462 +1%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.08M +$96.5K +3,118 +10%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.08M +$101K +3,265 +10%
SI
44
Stephens Inc
Arkansas
$1.03M +$1.01M +32,589 New
HFA
45
Hoover Financial Advisors
Pennsylvania
$1.01M +$980K +31,675 New
ISG
46
Investment Security Group
Colorado
$899K +$882K +28,492 New
OIA
47
OneDigital Investment Advisors
Kansas
$807K +$791K +25,571 New
BCI
48
Brinker Capital Investments
Pennsylvania
$797K +$782K +25,258 New
CPIG
49
Chicago Partners Investment Group
Illinois
$734K
LPL Financial
50
LPL Financial
California
$728K -$83.5K -2,698 -10%