We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

86 hedge funds and large institutions have $170M invested in Innovator US Equity Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.65% more ownership

Funds ownership: 47.27%53.92% (+6.6%)

6% less capital invested

Capital invested by funds: $181M → $170M (-$10.2M)

9% less funds holding

Funds holding: 9586 (-9)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
16
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$1.92M -$384K -11,756 -17%
KCM
27
Kathmere Capital Management
Pennsylvania
$1.64M -$1.07M -32,749 -39%
ST
28
Sageworth Trust
Pennsylvania
$1.63M
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.5M +$714K +21,842 +82%
BWM
30
BCGM Wealth Management
Indiana
$1.5M -$42.7K -1,308 -3%
Wolverine Trading
31
Wolverine Trading
Illinois
$1.46M +$1.46M +44,833 New
JSL
32
JT Stratford LLC
Georgia
$1.4M
LNC
33
Lincoln National Corp
Pennsylvania
$1.33M -$239K -7,307 -15%
KAS
34
Kestra Advisory Services
Texas
$1.25M -$87.6K -2,682 -7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.16M -$712K -21,783 -38%
SI
36
Stephens Inc
Arkansas
$1.06M -$15.1K -463 -1%
SWA
37
Stratos Wealth Advisors
Ohio
$925K -$190K -5,815 -17%
ISG
38
Investment Security Group
Colorado
$898K
BCI
39
Brinker Capital Investments
Pennsylvania
$817K
OIA
40
OneDigital Investment Advisors
Kansas
$808K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$797K -$33.7K -1,031 -4%
LPL Financial
42
LPL Financial
California
$734K +$13.8K +421 +2%
NFG
43
Next Financial Group
Texas
$725K -$452K -13,843 -38%
BMD
44
Better Money Decisions
New Mexico
$706K
BFC
45
Bedel Financial Consulting
Indiana
$662K -$15.1K -462 -2%
LWA
46
Lineweaver Wealth Advisors
Ohio
$581K
MML Investors Services
47
MML Investors Services
Massachusetts
$550K +$344K +10,543 +167%
RIS
48
Retirement Income Solutions
Michigan
$542K
T
49
TRUADVICE
Florida
$539K
RTS
50
Round Table Services
New Jersey
$535K