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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$6.56M -$1.1M -27,882 -15%
LPL Financial
27
LPL Financial
California
$6.15M +$759K +19,289 +14%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$5.16M +$96.8K +2,460 +2%
BPA
29
Beacon Pointe Advisors
California
$4.95M -$1.1M -27,852 -18%
CA
30
CoreCap Advisors
Michigan
$4.72M -$287K -7,285 -6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$4.53M -$7.67K -195 -0.2%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.11M -$1.57K -40 -0%
LIWM
33
Long Island Wealth Management
New York
$3.91M +$363K +9,228 +10%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.9M +$87.9K +2,233 +2%
EWM
35
Elmwood Wealth Management
California
$3.76M -$659K -16,763 -15%
IA
36
IFP Advisors
Florida
$3.67M -$1.05M -26,790 -23%
PCA
37
Pallas Capital Advisors
Massachusetts
$3.66M +$395K +10,029 +12%
BWM
38
BCGM Wealth Management
Indiana
$3.52M
CFS
39
CRA Financial Services
New Jersey
$3.43M -$112K -2,844 -3%
MCM
40
MAI Capital Management
Ohio
$3.28M -$808K -20,526 -20%
EWM
41
Evermay Wealth Management
Virginia
$3.06M -$1.05M -26,704 -26%
AAS
42
Ameritas Advisory Services
Nebraska
$3.01M -$1.52M -38,752 -34%
TC
43
TownSquare Capital
Utah
$2.86M -$3.91M -99,484 -58%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$2.86M -$66.3K -1,686 -2%
WCM
45
Weaver Capital Management
Georgia
$2.81M -$145K -3,675 -5%
MFG
46
MTM Financial Group
Pennsylvania
$2.73M -$118K -3,010 -4%
WA
47
Wealth Alliance
New York
$2.69M -$2.56K -65 -0.1%
CAG
48
Compass Advisory Group
New York
$2.6M -$52.3K -1,330 -2%
TF
49
Trek Financial
Arizona
$2.57M -$54.9K -1,395 -2%
CF
50
Centaurus Financial
California
$2.47M -$61.9K -1,573 -2%