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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
26
Red Crane Wealth Management
California
$4.8M +$4.75M +113,672 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.63M -$129K -3,082 -3%
IA
28
IFP Advisors
Florida
$4.27M +$928K +22,224 +28%
LIWM
29
Long Island Wealth Management
New York
$4.1M -$2.59K -62 -0.1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$3.93M +$236K +5,651 +6%
WIA
31
World Investment Advisors
California
$3.81M +$3.77M +90,196 New
BWM
32
BCGM Wealth Management
Indiana
$3.7M
EWM
33
Elmwood Wealth Management
California
$3.69M -$72.9K -1,745 -2%
CHC
34
City Holding Co
West Virginia
$3.66M -$1.74M -41,750 -33%
PCA
35
Pallas Capital Advisors
Massachusetts
$3.64M -$36.1K -864 -1%
GIA
36
Gladstone Institutional Advisory
Florida
$3.49M -$429K -10,269 -11%
CFS
37
CRA Financial Services
New Jersey
$3.42M -$65.2K -1,561 -2%
MCM
38
MAI Capital Management
Ohio
$3.09M -$64.3K -1,539 -2%
EWM
39
Evermay Wealth Management
Virginia
$3.02M -$32.1K -769 -1%
BCM
40
Brookstone Capital Management
Illinois
$2.94M -$1.05M -25,132 -27%
TC
41
TownSquare Capital
Utah
$2.88M -$202K -4,833 -7%
WCM
42
Weaver Capital Management
Georgia
$2.88M -$7.35K -176 -0.3%
WA
43
Wealth Alliance
New York
$2.82M -$7.23K -173 -0.3%
MFG
44
MTM Financial Group
Pennsylvania
$2.81M -$16.5K -395 -0.6%
CPP
45
Capasso Planning Partners
South Carolina
$2.78M +$2.74M +65,692 New
DI
46
Diligent Investors
California
$2.73M +$212K +5,085 +9%
CAG
47
Compass Advisory Group
New York
$2.67M
PS
48
Principal Securities
Iowa
$2.62M +$1.72M +41,091 +196%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$2.57M -$248K -5,925 -9%
OIA
50
OneDigital Investment Advisors
Kansas
$2.45M +$170K +4,078 +8%