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Innovator US Equity Power Buffer ETF January

86 hedge funds and large institutions have $170M invested in Innovator US Equity Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.65% more ownership

Funds ownership: 47.27%53.92% (+6.6%)

6% less capital invested

Capital invested by funds: $181M → $170M (-$10.2M)

9% less funds holding

Funds holding: 9586 (-9)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
16
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$529K
CA
52
Cambridge Advisors
Nebraska
$527K -$12.6K -385 -2%
Truist Financial
53
Truist Financial
North Carolina
$519K -$33.2K -1,017 -6%
SFP
54
Sterling Financial Planning
New Jersey
$518K +$30.9K +945 +6%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$506K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$498K +$65.9K +2,017 +15%
CAN
57
Cetera Advisor Networks
California
$492K -$1.52M -46,616 -76%
WCG
58
Weaver Consulting Group
California
$464K
SWM
59
Sugarloaf Wealth Management
Georgia
$459K
FFN
60
Focus Financial Network
Minnesota
$452K
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$436K
ACM
62
Anfield Capital Management
California
$405K -$117K -3,580 -23%
MA
63
Mutual Advisors
Nebraska
$382K +$153K +4,678 +67%
AGA
64
Accuvest Global Advisors
Utah
$324K
AAS
65
Avantax Advisory Services
Texas
$316K -$14.7K -450 -4%
CA
66
Cetera Advisors
Colorado
$310K -$189K -5,774 -38%
CPIG
67
Chicago Partners Investment Group
Illinois
$304K -$186K -5,702 -38%
APCM
68
Alaska Permanent Capital Management
Alaska
$289K -$289K -8,852 -50%
TSS
69
Two Sigma Securities
New York
$231K -$16.5K -506 -7%
Citadel Advisors
70
Citadel Advisors
Florida
$222K -$8.01M -245,066 -97%
OCM
71
Orion Capital Management
California
$191K
Morgan Stanley
72
Morgan Stanley
New York
$134K
SWA
73
Sutton Wealth Advisors
Florida
$68.9K
TWP
74
TFO Wealth Partners
Ohio
$68K
AIC
75
Archer Investment Corporation
Indiana
$65.3K +$65.3K +2,000 New