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Innovator US Equity Power Buffer ETF January

125 hedge funds and large institutions have $394M invested in Innovator US Equity Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 9

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $266M → $394M (+$129M)

32% more funds holding

Funds holding: 95125 (+30)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

27.55% less ownership

Funds ownership: 97.55%70% (-28%)

Holders
125
Holders Change
+30
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
63
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Pillar Wealth Advisors
Pennsylvania
$1.48M
DI
52
Diligent Investors
California
$1.42M +$1.4M +43,455 New
KCM
53
Kathmere Capital Management
Pennsylvania
$1.41M -$202K -6,259 -13%
AWM
54
Apollon Wealth Management
South Carolina
$1.39M +$484K +15,000 +54%
MFG
55
MTM Financial Group
Pennsylvania
$1.35M +$1.34M +41,414 New
Truist Financial
56
Truist Financial
North Carolina
$1.17M +$644K +19,971 +126%
CFS
57
CRA Financial Services
New Jersey
$1.15M +$1.13M +35,155 New
SIA
58
Soltis Investment Advisors
Utah
$1.09M -$54.8K -1,701 -5%
OIA
59
OneDigital Investment Advisors
Kansas
$1.08M +$267K +8,280 +33%
OCM
60
Orion Capital Management
California
$1.07M +$872K +27,064 +470%
LPL Financial
61
LPL Financial
California
$1.03M +$337K +10,454 +49%
CA
62
Cetera Advisors
Colorado
$1.02M +$240K +7,445 +31%
WA
63
Wealth Alliance
New York
$957K +$948K +29,397 New
AF
64
Advisornet Financial
Minnesota
$943K -$9.67K -300 -1%
CWS
65
Cypress Wealth Services
California
$934K +$924K +28,677 New
RFG
66
Range Financial Group
Oregon
$929K +$919K +28,514 New
RTS
67
Round Table Services
New Jersey
$913K +$376K +11,663 +71%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$901K +$433K +13,431 +94%
CPIG
69
Chicago Partners Investment Group
Illinois
$878K
CA
70
Cambridge Advisors
Nebraska
$878K +$231K +7,155 +36%
AAS
71
Avantax Advisory Services
Texas
$862K +$541K +16,790 +173%
OMC
72
Old Mission Capital
Illinois
$822K +$813K +25,231 New
BFC
73
Bedel Financial Consulting
Indiana
$802K +$141K +4,362 +22%
FFN
74
Focus Financial Network
Minnesota
$789K +$781K +24,219 New
CNWM
75
Clay Northam Wealth Management
California
$775K +$48.4K +1,500 +7%