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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $266M invested in Innovator US Equity Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $170M → $266M (+$95.1M)

43.63% more ownership

Funds ownership: 53.92%97.55% (+44%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8695 (+9)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
22
Increased
29
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$794K +$476K +14,385 +152%
CNWM
52
Clay Northam Wealth Management
California
$741K +$737K +22,285 New
NFG
53
Next Financial Group
Texas
$738K
BMD
54
Better Money Decisions
New Mexico
$719K
SPWM
55
Straight Path Wealth Management
Michigan
$716K +$712K +21,529 New
LPL Financial
56
LPL Financial
California
$706K -$41.6K -1,256 -6%
BFC
57
Bedel Financial Consulting
Indiana
$674K -$1.16K -35 -0.2%
CA
58
Cambridge Advisors
Nebraska
$659K +$121K +3,665 +23%
MML Investors Services
59
MML Investors Services
Massachusetts
$613K +$52.7K +1,592 +9%
SFP
60
Sterling Financial Planning
New Jersey
$577K +$48.7K +1,473 +9%
RIS
61
Retirement Income Solutions
Michigan
$552K
RTS
62
Round Table Services
New Jersey
$545K
Truist Financial
63
Truist Financial
North Carolina
$529K
DFA
64
DHJJ Financial Advisors
Illinois
$523K -$827 -25 -0.2%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$516K
BWM
66
BCS Wealth Management
Tennessee
$499K +$496K +14,999 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$474K +$29.8K +900 +7%
SWM
68
Sugarloaf Wealth Management
Georgia
$467K
WCG
69
Weaver Consulting Group
California
$459K -$13.2K -400 -3%
ACM
70
Anfield Capital Management
California
$408K -$794 -24 -0.2%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$401K -$106K -3,212 -21%
MA
72
Mutual Advisors
Nebraska
$391K +$2.48K +75 +0.6%
Morgan Stanley
73
Morgan Stanley
New York
$389K +$251K +7,600 +185%
SPC
74
Sigma Planning Corp
Michigan
$385K +$383K +11,581 New
AAP
75
Arax Advisory Partners
Colorado
$381K +$349K +10,544 +1,161%