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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$4.65M
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$4.33M +$2.04M +50,232 +92%
LIWM
28
Long Island Wealth Management
New York
$4.01M -$487 -12 -0%
BCM
29
Brookstone Capital Management
Illinois
$3.92M -$16.2M -399,401 -81%
GIA
30
Gladstone Institutional Advisory
Florida
$3.83M +$3.55M +87,309 +1,596%
EWM
31
Elmwood Wealth Management
California
$3.68M -$179K -4,419 -5%
BWM
32
BCGM Wealth Management
Indiana
$3.62M
PCA
33
Pallas Capital Advisors
Massachusetts
$3.61M -$134K -3,300 -4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.61M -$391K -9,625 -10%
CFS
35
CRA Financial Services
New Jersey
$3.41M -$112K -2,755 -3%
IA
36
IFP Advisors
Florida
$3.26M -$502K -12,364 -14%
MCM
37
MAI Capital Management
Ohio
$3.08M -$280K -6,901 -8%
TC
38
TownSquare Capital
Utah
$3.02M +$79.6K +1,960 +3%
EWM
39
Evermay Wealth Management
Virginia
$2.99M -$156K -3,844 -5%
WCM
40
Weaver Capital Management
Georgia
$2.83M -$63.3K -1,558 -2%
WA
41
Wealth Alliance
New York
$2.77M +$853 +21 +0%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$2.76M -$169K -4,163 -6%
MFG
43
MTM Financial Group
Pennsylvania
$2.76M -$45.7K -1,125 -2%
TF
44
Trek Financial
Arizona
$2.65M +$14.7K +363 +0.6%
CAG
45
Compass Advisory Group
New York
$2.61M -$58.2K -1,433 -2%
CF
46
Centaurus Financial
California
$2.49M -$45.2K -1,113 -2%
DI
47
Diligent Investors
California
$2.46M -$81 -2 -0%
Truist Financial
48
Truist Financial
North Carolina
$2.45M -$21.1K -519 -0.9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.43M +$1.03M +25,367 +76%
SB
50
Strategic Blueprint
Georgia
$2.34M +$96.2K +2,369 +4%