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Innovator US Equity Power Buffer ETF January

145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 67.21%69.16% (+1.9%)

5% less funds holding

Funds holding: 152145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$1.38M -$43.8K -1,241 -3%
LWA
52
Lineweaver Wealth Advisors
Ohio
$1.28M -$119K -3,360 -8%
SB
53
Strategic Blueprint
Georgia
$1.27M +$373K +10,575 +41%
OCM
54
Orion Capital Management
California
$1.21M -$143K -4,054 -10%
HI
55
Harbour Investments
Wisconsin
$1.2M +$23.8K +673 +2%
SPC
56
Sigma Planning Corp
Michigan
$1.13M -$99.2K -2,810 -8%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.1M +$105K +2,974 +10%
Truist Financial
58
Truist Financial
North Carolina
$1.06M -$332K -9,414 -24%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M -$17K -480 -2%
FFN
60
Focus Financial Network
Minnesota
$1.02M -$158K -4,474 -13%
AF
61
Advisornet Financial
Minnesota
$999K -$137K -3,873 -12%
EWM
62
Elmwood Wealth Management
California
$960K -$1.95M -55,288 -67%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$953K -$93.9K -2,660 -9%
SIA
64
Soltis Investment Advisors
Utah
$918K -$21K -594 -2%
BAM
65
Belpointe Asset Management
Nevada
$911K -$217K -6,140 -19%
SWA
66
Stratos Wealth Advisors
Ohio
$911K -$1.08M -30,680 -54%
KCM
67
Kathmere Capital Management
Pennsylvania
$894K
FCCM
68
First City Capital Management
Georgia
$884K
CNWM
69
Clay Northam Wealth Management
California
$875K -$31.1K -880 -3%
Goldman Sachs
70
Goldman Sachs
New York
$860K +$873K +24,724 New
KWS
71
Keystone Wealth Services
California
$858K -$45.9K -1,300 -5%
RIS
72
Retirement Income Solutions
Michigan
$851K +$193K +5,456 +29%
SS
73
Sunbelt Securities
Texas
$839K
IFG
74
Independent Financial Group
California
$802K
BFC
75
Bedel Financial Consulting
Indiana
$799K -$27.9K -789 -3%