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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$3.04M +$1.49M +39,026 +101%
OWA
52
Outlook Wealth Advisors
Texas
$3.04M +$2.97M +77,733 New
WCM
53
Weaver Capital Management
Georgia
$2.88M +$1.04M +27,345 +59%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$2.84M -$42.8K -1,121 -2%
MFG
55
MTM Financial Group
Pennsylvania
$2.78M +$310K +8,126 +13%
WA
56
Wealth Alliance
New York
$2.62M +$535K +14,012 +26%
CAG
57
Compass Advisory Group
New York
$2.58M -$158K -4,135 -6%
TF
58
Trek Financial
Arizona
$2.55M +$1.74M +45,605 +232%
AIA
59
Alera Investment Advisors
Illinois
$2.47M -$131K -3,427 -5%
CF
60
Centaurus Financial
California
$2.46M +$678K +17,769 +39%
NF
61
Nikulski Financial
Iowa
$2.46M +$64.9K +1,700 +3%
Truist Financial
62
Truist Financial
North Carolina
$2.34M +$1.06M +27,794 +87%
DI
63
Diligent Investors
California
$2.34M +$275K +7,200 +14%
AWM
64
Apollon Wealth Management
South Carolina
$2.2M
PCS
65
Private Client Services
Kentucky
$2.2M +$2.14M +56,181 New
3AM
66
3EDGE Asset Management
Florida
$2.19M +$1.24M +32,523 +138%
OIA
67
OneDigital Investment Advisors
Kansas
$2.18M +$25.8K +675 +1%
SB
68
Strategic Blueprint
Georgia
$2.18M +$739K +19,352 +53%
CA
69
Corrado Advisors
New Jersey
$2.16M +$2.1M +55,134 New
SCA
70
Stuart Chaussee & Associates
California
$2.13M -$6.55M -171,650 -76%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$171K +4,482 +10%
CAC
72
Certified Advisory Corp
Florida
$1.95M +$1.9M +49,761 New
AWS
73
Atria Wealth Solutions
New York
$1.91M +$1.54M +40,264 +472%
Jane Street
74
Jane Street
New York
$1.9M +$1.86M +48,701 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.78M -$949K -24,862 -35%