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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $266M invested in Innovator US Equity Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $170M → $266M (+$95.1M)

43.63% more ownership

Funds ownership: 53.92%97.55% (+44%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8695 (+9)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
22
Increased
29
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Caprock Group
Idaho
$2.3M -$545K -16,462 -19%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.21M +$81.8K +2,471 +4%
NF
28
Nikulski Financial
Iowa
$2.08M -$116K -3,510 -5%
AIA
29
Alera Investment Advisors
Illinois
$2.04M +$19K +573 +0.9%
BPA
30
Beacon Pointe Advisors
California
$1.84M -$126K -3,820 -6%
EWM
31
Elmwood Wealth Management
California
$1.84M +$1.83M +55,346 New
ST
32
Sageworth Trust
Pennsylvania
$1.66M
KCM
33
Kathmere Capital Management
Pennsylvania
$1.65M -$27.6K -833 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.63M +$443K +13,387 +38%
PWA
35
Pillar Wealth Advisors
Pennsylvania
$1.51M +$1.5M +45,319 New
BWM
36
BCGM Wealth Management
Indiana
$1.5M
KAS
37
Kestra Advisory Services
Texas
$1.41M +$132K +4,003 +10%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.37M -$201K -6,072 -13%
JSL
39
JT Stratford LLC
Georgia
$1.36M -$69.8K -2,109 -5%
SS
40
Sunbelt Securities
Texas
$1.36M +$1.38M +41,813 New
SIA
41
Soltis Investment Advisors
Utah
$1.17M -$6.41M -193,790 -85%
SI
42
Stephens Inc
Arkansas
$1.05M -$24.8K -750 -2%
AF
43
Advisornet Financial
Minnesota
$974K +$968K +29,261 New
CPIG
44
Chicago Partners Investment Group
Illinois
$925K +$653K +19,751 +216%
AWM
45
Apollon Wealth Management
South Carolina
$925K +$920K +27,800 New
SWA
46
Stratos Wealth Advisors
Ohio
$878K -$63.8K -1,929 -7%
HI
47
Harbour Investments
Wisconsin
$872K -$1.22M -36,921 -58%
LWA
48
Lineweaver Wealth Advisors
Ohio
$854K +$260K +7,855 +44%
OIA
49
OneDigital Investment Advisors
Kansas
$824K
CAN
50
Cetera Advisor Networks
California
$803K +$300K +9,068 +60%