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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $181M invested in Innovator US Equity Power Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9895 (-3)

4.83% less ownership

Funds ownership: 52.1%47.27% (-4.8%)

15% less capital invested

Capital invested by funds: $213M → $181M (-$32.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
8
Increased
19
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$673K -$5.14K -160 -0.8%
BWM
52
BCS Wealth Management
Tennessee
$589K -$42.5K -1,325 -7%
LWA
53
Lineweaver Wealth Advisors
Ohio
$578K -$1.61M -50,071 -74%
APCM
54
Alaska Permanent Capital Management
Alaska
$574K
Truist Financial
55
Truist Financial
North Carolina
$549K
RIS
56
Retirement Income Solutions
Michigan
$539K
CA
57
Cambridge Advisors
Nebraska
$536K +$24.9K +775 +5%
RTS
58
Round Table Services
New Jersey
$531K
T
59
TRUADVICE
Florida
$531K
DFA
60
DHJJ Financial Advisors
Illinois
$525K +$6.42K +200 +1%
ACM
61
Anfield Capital Management
California
$514K +$509K +15,856 New
MSFS
62
Main Street Financial Solutions
Pennsylvania
$503K
CA
63
Cetera Advisors
Colorado
$495K +$7.67K +239 +2%
CPIG
64
Chicago Partners Investment Group
Illinois
$484K -$259K -8,075 -35%
SFP
65
Sterling Financial Planning
New Jersey
$484K
WCG
66
Weaver Consulting Group
California
$461K -$4.01K -125 -0.9%
SWM
67
Sugarloaf Wealth Management
Georgia
$456K +$249K +7,745 +123%
FFN
68
Focus Financial Network
Minnesota
$449K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$433K
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$429K +$62.4K +1,945 +17%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$389K -$714K -22,227 -65%
TW
72
Transform Wealth
Colorado
$349K -$331K -10,320 -49%
AAS
73
Avantax Advisory Services
Texas
$330K
AGA
74
Accuvest Global Advisors
Utah
$322K
TSS
75
Two Sigma Securities
New York
$245K +$243K +7,566 New