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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$2.32M -$74.2K -1,826 -3%
JP Morgan Chase
52
JP Morgan Chase
New York
$2.25M +$160K +3,937 +8%
OIA
53
OneDigital Investment Advisors
Kansas
$2.23M -$79K -1,945 -3%
RA
54
RFG Advisory
Alabama
$2.21M +$253K +6,231 +13%
HAS
55
HBW Advisory Services
California
$2.19M +$35.2K +866 +2%
AWM
56
Apollon Wealth Management
South Carolina
$2.12M -$203K -5,000 -9%
SCA
57
Stuart Chaussee & Associates
California
$2.09M -$51.4K -1,265 -2%
NF
58
Nikulski Financial
Iowa
$2.09M -$343K -8,445 -14%
CAC
59
Certified Advisory Corp
Florida
$2.02M -$10.6K -260 -0.5%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$1.87M -$4.91K -121 -0.3%
AF
61
Advisornet Financial
Minnesota
$1.86M
FA
62
FSA Advisors
Michigan
$1.83M -$8.97K -221 -0.5%
AWM
63
AE Wealth Management
Kansas
$1.83M +$7.59K +187 +0.4%
YWS
64
Yarger Wealth Strategies
Ohio
$1.77M +$31.4K +773 +2%
SWM
65
Sugarloaf Wealth Management
Georgia
$1.7M
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$9.63K +237 +0.6%
KWM
67
KFG Wealth Management
Indiana
$1.64M -$17.8K -438 -1%
OCM
68
Orion Capital Management
California
$1.54M
AWS
69
Atria Wealth Solutions
New York
$1.54M -$445K -10,960 -23%
JWM
70
Jessup Wealth Management
Ohio
$1.54M -$13.4K -331 -0.9%
W
71
WorthPointe
California
$1.53M +$2.48K +61 +0.2%
OMC
72
Old Mission Capital
Illinois
$1.53M +$605K +14,885 +68%
AIA
73
Alera Investment Advisors
Illinois
$1.53M -$150K -3,693 -9%
HI
74
Harbour Investments
Wisconsin
$1.51M -$1.34K -33 -0.1%
CRWM
75
Castle Rock Wealth Management
California
$1.51M -$31.5K -775 -2%