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Innovator US Equity Power Buffer ETF January

124 hedge funds and large institutions have $305M invested in Innovator US Equity Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% less ownership

Funds ownership: 67.38%64.04% (-3.3%)

4% less funds holding

Funds holding: 129124 (-5)

16% less capital invested

Capital invested by funds: $362M → $305M (-$57.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

66% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 59

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
20
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
CRA Financial Services
New Jersey
$1.12M
PWA
52
Pillar Wealth Advisors
Pennsylvania
$1.09M
OCM
53
Orion Capital Management
California
$1.04M -$76.3K -2,460 -6%
SS
54
Sunbelt Securities
Texas
$981K -$628K -20,273 -38%
SIA
55
Soltis Investment Advisors
Utah
$969K -$4.15K -134 -0.4%
AAS
56
Avantax Advisory Services
Texas
$960K -$165K -5,322 -14%
OIA
57
OneDigital Investment Advisors
Kansas
$942K
LPL Financial
58
LPL Financial
California
$929K -$837 -27 -0.1%
HI
59
Harbour Investments
Wisconsin
$922K
CPIG
60
Chicago Partners Investment Group
Illinois
$893K
SPC
61
Sigma Planning Corp
Michigan
$884K +$2.33K +75 +0.3%
WA
62
Wealth Alliance
New York
$865K
CWS
63
Cypress Wealth Services
California
$854K
AF
64
Advisornet Financial
Minnesota
$843K
RJFSA
65
Raymond James Financial Services Advisors
Florida
$831K
MWM
66
Maltin Wealth Management
New Jersey
$803K -$1.88M -60,521 -69%
KCM
67
Kathmere Capital Management
Pennsylvania
$793K -$155K -5,012 -16%
RTS
68
Round Table Services
New Jersey
$757K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$753K -$53.7K -1,731 -6%
BFC
70
Bedel Financial Consulting
Indiana
$741K -$15.2K -490 -2%
FFN
71
Focus Financial Network
Minnesota
$736K +$17.8K +575 +2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$713K -$60.4K -1,947 -7%
CNWM
73
Clay Northam Wealth Management
California
$700K
CA
74
Cambridge Advisors
Nebraska
$682K -$104K -3,359 -13%
BMD
75
Better Money Decisions
New Mexico
$638K -$10.8K -349 -2%