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Innovator US Equity Power Buffer ETF January

72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more funds holding

Funds holding: 5872 (+14)

16.65% more ownership

Funds ownership: 48.84%65.49% (+17%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $145M → $144M (-$526K)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
19
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$346K +$11.8K +395 +4%
SPC
52
Sigma Planning Corp
Michigan
$341K +$333K +11,135 New
CA
53
Cetera Advisors
Colorado
$288K +$282K +9,415 New
MSFS
54
Main Street Financial Solutions
Pennsylvania
$260K +$254K +8,500 New
SFP
55
Sterling Financial Planning
New Jersey
$258K +$252K +8,432 New
ICG
56
InterOcean Capital Group
Tennessee
$242K +$237K +7,910 New
DFA
57
DHJJ Financial Advisors
Illinois
$228K +$224K +7,468 New
AAS
58
Avantax Advisory Services
Texas
$223K -$1.39M -46,508 -86%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$212K +7,094 New
Morgan Stanley
60
Morgan Stanley
New York
$125K +$123K +4,100 New
IFAM
61
Institutional & Family Asset Management
Colorado
$69K +$67.3K +2,250 New
LFG
62
Larson Financial Group
Missouri
$54K
VFA
63
Valeo Financial Advisors
Indiana
$54K
AWA
64
Arkadios Wealth Advisors
Georgia
$51K +$50.9K +1,700 New
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$31K -$15K -500 -33%
OCM
66
Orion Capital Management
California
$29K +$28.5K +953 New
AAP
67
Arax Advisory Partners
Colorado
$28K +$12.2K +408 +82%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$22K
SQA
69
Simon Quick Advisors
New Jersey
$21K +$20.7K +690 New
CAAS
70
Capital Asset Advisory Services
Michigan
$21K +$21K +700 New
OIM
71
Oder Investment Management
California
$11K +$10.5K +352 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$11K +$11K +366 New
BCI
73
Brinker Capital Investments
Pennsylvania
-$10.8M -366,700 Closed
BMM
74
Berkshire Money Management
Massachusetts
-$7.74M -264,061 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$6.43M -219,242 Closed