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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$2.41M +$4.45K +113 +0.2%
DI
52
Diligent Investors
California
$2.4M -$6.29K -160 -0.3%
NF
53
Nikulski Financial
Iowa
$2.37M -$154K -3,925 -6%
RJA
54
Raymond James & Associates
Florida
$2.34M -$777K -19,760 -25%
AWM
55
Apollon Wealth Management
South Carolina
$2.26M
OIA
56
OneDigital Investment Advisors
Kansas
$2.24M -$2.44K -62 -0.1%
AWM
57
Axxcess Wealth Management
California
$2.21M -$2.11M -53,713 -49%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$112K +2,846 +6%
CA
59
Corrado Advisors
New Jersey
$2.19M -$26.2K -666 -1%
SB
60
Strategic Blueprint
Georgia
$2.18M -$61.5K -1,564 -3%
SPC
61
Sigma Planning Corp
Michigan
$2.13M -$1.1M -27,954 -35%
HAS
62
HBW Advisory Services
California
$2.1M +$2.05M +52,212 New
SCA
63
Stuart Chaussee & Associates
California
$2.09M -$96.4K -2,450 -5%
JP Morgan Chase
64
JP Morgan Chase
New York
$2.04M +$1.07M +27,117 +115%
CAC
65
Certified Advisory Corp
Florida
$1.98M -$19.9K -507 -1%
AWS
66
Atria Wealth Solutions
New York
$1.94M -$24K -609 -1%
OWA
67
Outlook Wealth Advisors
Texas
$1.94M -$2.65M -67,473 -87%
RA
68
RFG Advisory
Alabama
$1.9M +$143K +3,633 +8%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.83M -$9.8K -249 -0.5%
AF
70
Advisornet Financial
Minnesota
$1.81M
FA
71
FSA Advisors
Michigan
$1.79M -$12.5K -317 -0.7%
AWM
72
AE Wealth Management
Kansas
$1.77M +$179K +4,561 +12%
YWS
73
Yarger Wealth Strategies
Ohio
$1.69M -$1.97K -50 -0.1%
SWM
74
Sugarloaf Wealth Management
Georgia
$1.66M
Jane Street
75
Jane Street
New York
$1.64M -$311K -7,902 -16%