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Innovator US Equity Power Buffer ETF January

98 hedge funds and large institutions have $213M invested in Innovator US Equity Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

48% more capital invested

Capital invested by funds: $144M → $213M (+$68.8M)

36% more funds holding

Funds holding: 7298 (+26)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.39% less ownership

Funds ownership: 65.49%52.1% (-13%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
39
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
51
Better Money Decisions
New Mexico
$682K +$669K +21,611 New
ASN
52
Advisory Services Network
Georgia
$673K +$279K +9,028 +73%
TW
53
Transform Wealth
Colorado
$665K +$285K +9,198 +77%
BFC
54
Bedel Financial Consulting
Indiana
$660K +$52.5K +1,697 +9%
BWM
55
BCS Wealth Management
Tennessee
$615K +$180K +5,818 +43%
APCM
56
Alaska Permanent Capital Management
Alaska
$559K +$105K +3,409 +24%
Truist Financial
57
Truist Financial
North Carolina
$533K
SB
58
Strategic Blueprint
Georgia
$531K +$521K +16,842 New
RIS
59
Retirement Income Solutions
Michigan
$524K +$514K +16,605 New
T
60
TRUADVICE
Florida
$522K
RTS
61
Round Table Services
New Jersey
$517K +$507K +16,377 New
DFA
62
DHJJ Financial Advisors
Illinois
$505K +$264K +8,525 +114%
CA
63
Cambridge Advisors
Nebraska
$497K +$70.5K +2,280 +17%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$489K +$217K +7,000 +82%
CA
65
Cetera Advisors
Colorado
$474K +$173K +5,600 +59%
SFP
66
Sterling Financial Planning
New Jersey
$471K +$201K +6,481 +77%
WCG
67
Weaver Consulting Group
California
$452K
FFN
68
Focus Financial Network
Minnesota
$437K +$78.2K +2,526 +22%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$421K +$193K +6,253 +88%
HFP
70
Holistic Financial Partners
Indiana
$376K -$142K -4,580 -28%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$356K +$349K +11,292 New
AAS
72
Avantax Advisory Services
Texas
$320K +$88.3K +2,853 +39%
AGA
73
Accuvest Global Advisors
Utah
$313K +$307K +9,929 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$278K +$273K +8,822 New
SPC
75
Sigma Planning Corp
Michigan
$242K -$107K -3,464 -31%