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Innovator US Equity Power Buffer ETF January

129 hedge funds and large institutions have $362M invested in Innovator US Equity Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 125129 (+4)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.62% less ownership

Funds ownership: 70%67.38% (-2.6%)

8% less capital invested

Capital invested by funds: $394M → $362M (-$31.8M)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
39
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
CRA Financial Services
New Jersey
$1.14M +$86.2K +2,775 +8%
OCM
52
Orion Capital Management
California
$1.14M +$156K +5,037 +15%
Truist Financial
53
Truist Financial
North Carolina
$1.11M +$37.3K +1,200 +3%
PWA
54
Pillar Wealth Advisors
Pennsylvania
$1.11M -$260K -8,369 -18%
SIA
55
Soltis Investment Advisors
Utah
$993K -$12.4K -400 -1%
OIA
56
OneDigital Investment Advisors
Kansas
$961K -$32.2K -1,038 -3%
BMM
57
Berkshire Money Management
Massachusetts
$961K +$994K +32,008 New
KCM
58
Kathmere Capital Management
Pennsylvania
$960K -$351K -11,296 -26%
LPL Financial
59
LPL Financial
California
$949K -$3.1K -100 -0.3%
HI
60
Harbour Investments
Wisconsin
$922K +$953K +30,691 New
CPIG
61
Chicago Partners Investment Group
Illinois
$909K
SPC
62
Sigma Planning Corp
Michigan
$900K +$243K +7,810 +35%
MML Investors Services
63
MML Investors Services
Massachusetts
$894K +$198K +6,390 +27%
WA
64
Wealth Alliance
New York
$883K
AF
65
Advisornet Financial
Minnesota
$861K -$9.32K -300 -1%
CWS
66
Cypress Wealth Services
California
$861K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$847K +$219K +7,042 +33%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$821K -$11K -355 -1%
CA
69
Cambridge Advisors
Nebraska
$797K -$13.3K -428 -2%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$786K +$93.2K +3,002 +13%
CA
71
Cetera Advisors
Colorado
$779K -$167K -5,381 -17%
RTS
72
Round Table Services
New Jersey
$773K -$71.6K -2,306 -8%
BFC
73
Bedel Financial Consulting
Indiana
$734K -$4.72K -152 -0.6%
FFN
74
Focus Financial Network
Minnesota
$733K +$6.21K +200 +0.8%
CNWM
75
Clay Northam Wealth Management
California
$714K