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Innovator US Equity Power Buffer ETF January

145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 67.21%69.16% (+1.9%)

5% less funds holding

Funds holding: 152145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$2.74M -$4.1M -116,088 -60%
BPA
27
Beacon Pointe Advisors
California
$2.73M -$328K -9,294 -11%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$2.57M -$22.1K -625 -0.8%
AIA
29
Alera Investment Advisors
Illinois
$2.39M +$426K +12,063 +21%
CFS
30
CRA Financial Services
New Jersey
$2.35M -$436K -12,359 -15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.35M +$763K +21,619 +47%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.31M -$164K -4,650 -7%
CAN
33
Cetera Advisor Networks
California
$2.27M +$111K +3,155 +5%
MFG
34
MTM Financial Group
Pennsylvania
$2.23M -$27.5K -780 -1%
WP
35
WealthPLAN Partners
Nebraska
$2.19M +$1.06M +30,073 +91%
NF
36
Nikulski Financial
Iowa
$2.19M -$88.3K -2,500 -4%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.18M -$9.64K -273 -0.4%
OIA
38
OneDigital Investment Advisors
Kansas
$2.01M -$132K -3,725 -6%
BCM
39
Brookstone Capital Management
Illinois
$1.98M -$820K -23,228 -29%
AWM
40
Apollon Wealth Management
South Carolina
$1.96M
WA
41
Wealth Alliance
New York
$1.84M -$50.7K -1,436 -3%
DI
42
Diligent Investors
California
$1.83M -$1.06K -30 -0.1%
LPL Financial
43
LPL Financial
California
$1.63M +$514K +14,552 +45%
AAS
44
Avantax Advisory Services
Texas
$1.62M +$192K +5,440 +13%
CF
45
Centaurus Financial
California
$1.61M -$12.6K -356 -0.8%
KWM
46
KFG Wealth Management
Indiana
$1.61M
SCA
47
Stuart Chaussee & Associates
California
$1.5M -$35.3K -1,000 -2%
3AM
48
3EDGE Asset Management
Florida
$1.49M +$445K +12,612 +41%
SWM
49
Sugarloaf Wealth Management
Georgia
$1.46M -$57.4K -1,625 -4%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$279K +7,910 +25%