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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.72M +$600K +16,742 +20%
BCM
27
Brookstone Capital Management
Illinois
$3.72M +$1.54M +42,973 +76%
CA
28
CoreCap Advisors
Michigan
$3.62M -$13.2K -369 -0.4%
BWM
29
BCGM Wealth Management
Indiana
$3.28M +$48.2K +1,344 +2%
LIWM
30
Long Island Wealth Management
New York
$3.26M +$3.14M +87,564 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$63.3K +1,765 +2%
IA
32
IFP Advisors
Florida
$2.9M -$32.5K -906 -1%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$2.75M -$6.38K -178 -0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.62M +$145K +4,040 +6%
CAG
35
Compass Advisory Group
New York
$2.61M -$1.34M -37,262 -35%
LPL Financial
36
LPL Financial
California
$2.58M +$796K +22,183 +47%
AWM
37
AE Wealth Management
Kansas
$2.49M -$2.24M -62,340 -49%
AIA
38
Alera Investment Advisors
Illinois
$2.48M -$76.7K -2,138 -3%
MFG
39
MTM Financial Group
Pennsylvania
$2.34M -$46.9K -1,308 -2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.31M -$14.7K -410 -0.7%
NF
41
Nikulski Financial
Iowa
$2.28M -$64.9K -1,810 -3%
WIM
42
WealthPlan Investment Management
Nebraska
$2.24M -$1.45M -40,332 -40%
EWM
43
Evermay Wealth Management
Virginia
$2.15M +$1.89M +52,803 +1,078%
AWM
44
Apollon Wealth Management
South Carolina
$2.09M
OIA
45
OneDigital Investment Advisors
Kansas
$2.06M -$89.4K -2,494 -4%
CFS
46
CRA Financial Services
New Jersey
$2.05M -$452K -12,610 -19%
WA
47
Wealth Alliance
New York
$1.97M -$861 -24 -0%
DI
48
Diligent Investors
California
$1.96M
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.76M +$262K +7,304 +18%
WCM
50
Weaver Capital Management
Georgia
$1.72M +$1.66M +46,300 New