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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FSA Advisors
Michigan
$1.71M +$1.64M +45,852 New
CF
52
Centaurus Financial
California
$1.68M -$40.6K -1,133 -2%
AF
53
Advisornet Financial
Minnesota
$1.67M +$582K +16,232 +57%
SWM
54
Sugarloaf Wealth Management
Georgia
$1.61M +$46.6K +1,300 +3%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$1.5M +$758K +21,142 +111%
RJA
56
Raymond James & Associates
Florida
$1.44M +$1.39M +38,802 New
CA
57
Cetera Advisors
Colorado
$1.44M +$787K +21,936 +132%
OCM
58
Orion Capital Management
California
$1.38M +$80.7K +2,250 +6%
CA
59
Continuum Advisory
Idaho
$1.37M +$865K +24,129 +191%
SB
60
Strategic Blueprint
Georgia
$1.36M -$4.2K -117 -0.3%
HI
61
Harbour Investments
Wisconsin
$1.33M +$41.2K +1,148 +3%
AWM
62
Axxcess Wealth Management
California
$1.29M +$1.24M +34,590 New
AAS
63
Ameritas Advisory Services
Nebraska
$1.28M -$1.69M -47,138 -58%
Truist Financial
64
Truist Financial
North Carolina
$1.19M +$54.8K +1,529 +5%
CWG
65
Crown Wealth Group
North Carolina
$1.18M +$1.13M +31,633 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$40.5K +1,128 +4%
CPIG
67
Chicago Partners Investment Group
Illinois
$1.16M +$442K +12,321 +67%
LWA
68
Lineweaver Wealth Advisors
Ohio
$1.16M -$202K -5,620 -15%
FCCM
69
First City Capital Management
Georgia
$1.12M +$172K +4,800 +19%
FFN
70
Focus Financial Network
Minnesota
$1.1M +$12.3K +343 +1%
AWAG
71
ARS Wealth Advisors Group
Florida
$1.03M +$994K +27,706 New
SW
72
Schulz Wealth
Texas
$1.01M +$973K +27,120 New
KCM
73
Kathmere Capital Management
Pennsylvania
$952K -$4.02K -112 -0.4%
W
74
WorthPointe
California
$942K +$112K +3,119 +14%
SIA
75
Soltis Investment Advisors
Utah
$938K -$42.4K -1,181 -4%