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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.01M +$975K +29,940 +49%
WIA
27
World Investment Advisors
California
$2.88M +$2.82M +86,703 New
EWM
28
Elmwood Wealth Management
California
$2.76M +$640K +19,652 +31%
BCM
29
Brookstone Capital Management
Illinois
$2.68M -$4.22M -129,647 -62%
MFG
30
MTM Financial Group
Pennsylvania
$2.5M +$520K +15,959 +27%
CAN
31
Cetera Advisor Networks
California
$2.49M +$362K +11,125 +17%
AWS
32
Atria Wealth Solutions
New York
$2.47M +$1.12M +34,542 +87%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.37M +$2.32M +71,290 New
NF
34
Nikulski Financial
Iowa
$2.28M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.28M +$531K +16,309 +31%
MCM
36
MAI Capital Management
Ohio
$2.16M +$891K +27,356 +72%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$2.15M -$11.9K -366 -0.6%
WP
38
WealthPLAN Partners
Nebraska
$2.14M -$3.16M -97,110 -60%
BWM
39
BCGM Wealth Management
Indiana
$2.12M -$1.25M -38,403 -38%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.1M -$76K -2,335 -4%
LWA
41
Lineweaver Wealth Advisors
Ohio
$2.03M -$135K -4,153 -6%
SWA
42
Stratos Wealth Advisors
Ohio
$2.02M +$262K +8,041 +15%
AIA
43
Alera Investment Advisors
Illinois
$2.01M -$98.7K -3,030 -5%
OIA
44
OneDigital Investment Advisors
Kansas
$2.01M +$1.13M +34,709 +135%
AWM
45
Apollon Wealth Management
South Carolina
$1.87M -$32.6K -1,000 -2%
WA
46
Wealth Alliance
New York
$1.84M +$785K +24,115 +77%
DI
47
Diligent Investors
California
$1.75M -$261K -8,000 -13%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$1.64M -$7K -215 -0.4%
ASN
49
Advisory Services Network
Georgia
$1.57M +$156K +4,801 +11%
KWM
50
KFG Wealth Management
Indiana
$1.52M +$976K +29,981 +196%