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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.5M +$102K +3,125 +7%
SCA
52
Stuart Chaussee & Associates
California
$1.46M +$114K +3,495 +9%
Cerity Partners
53
Cerity Partners
New York
$1.46M +$378K +11,600 +36%
OCM
54
Orion Capital Management
California
$1.46M +$283K +8,676 +25%
SWM
55
Sugarloaf Wealth Management
Georgia
$1.45M +$229K +7,020 +19%
SPC
56
Sigma Planning Corp
Michigan
$1.42M +$457K +14,040 +49%
Truist Financial
57
Truist Financial
North Carolina
$1.37M +$655K +20,112 +96%
AAS
58
Avantax Advisory Services
Texas
$1.34M +$268K +8,225 +26%
3AM
59
3EDGE Asset Management
Florida
$1.14M +$1.12M +34,449 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$1.13M +$1.11M +34,123 New
HI
61
Harbour Investments
Wisconsin
$1.13M +$176K +5,413 +19%
FFN
62
Focus Financial Network
Minnesota
$1.13M +$207K +6,345 +23%
BAM
63
Belpointe Asset Management
Nevada
$1.12M +$846K +25,966 +341%
AF
64
Advisornet Financial
Minnesota
$1.08M -$9.77K -300 -0.9%
LPL Financial
65
LPL Financial
California
$1.08M -$9.05K -278 -0.8%
CPIG
66
Chicago Partners Investment Group
Illinois
$1.07M
CF
67
Centaurus Financial
California
$1.04M +$1.02M +31,356 New
CWS
68
Cypress Wealth Services
California
$1.03M +$72.4K +2,223 +8%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$177K +5,430 +21%
BWM
70
BCS Wealth Management
Tennessee
$999K +$434K +13,326 +80%
SIA
71
Soltis Investment Advisors
Utah
$982K -$78.1K -2,398 -8%
PI
72
Parkside Investments
Illinois
$955K +$350K +10,750 +60%
CNWM
73
Clay Northam Wealth Management
California
$910K +$141K +4,330 +19%
CA
74
Cetera Advisors
Colorado
$904K +$39K +1,198 +5%
SB
75
Strategic Blueprint
Georgia
$874K +$361K +11,075 +73%