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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
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 -$93.3K -2,234 -4%
CF
52
Centaurus Financial
California
$2.29M -$251K -6,016 -10%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.25M -$50.3K -1,204 -2%
HAS
54
HBW Advisory Services
California
$2.25M +$11.2K +269 +0.5%
TF
55
Trek Financial
Arizona
$2.25M -$461K -11,027 -17%
SB
56
Strategic Blueprint
Georgia
$2.13M -$259K -6,211 -11%
NF
57
Nikulski Financial
Iowa
$2.12M -$7.73K -185 -0.4%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$2.07M -$7.06M -169,000 -78%
SCA
59
Stuart Chaussee & Associates
California
$1.94M -$200K -4,785 -9%
AF
60
Advisornet Financial
Minnesota
$1.93M +$31.3K +750 +2%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.91M
AWM
62
AE Wealth Management
Kansas
$1.88M +$9.15K +219 +0.5%
AQR Capital Management
63
AQR Capital Management
Connecticut
$1.82M +$1.11M +26,575 +162%
WIM
64
WealthPlan Investment Management
Nebraska
$1.77M +$598K +14,317 +52%
AWM
65
Apollon Wealth Management
South Carolina
$1.71M -$453K -10,833 -21%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.67M -$5.51K -132 -0.3%
SWM
67
Sugarloaf Wealth Management
Georgia
$1.66M -$83.5K -2,000 -5%
CA
68
Corrado Advisors
New Jersey
$1.66M +$1.64M +39,195 New
FA
69
FSA Advisors
Michigan
$1.62M -$216K -5,166 -12%
W
70
WorthPointe
California
$1.61M +$45.4K +1,087 +3%
AWS
71
Atria Wealth Solutions
New York
$1.6M +$29.9K +715 +2%
AA
72
Armis Advisers
Georgia
$1.53M +$1.52M +36,270 New
OCM
73
Orion Capital Management
California
$1.53M -$49.7K -1,189 -3%
NA
74
NewEdge Advisors
Louisiana
$1.52M -$4.91M -117,417 -77%
JWM
75
Jessup Wealth Management
Ohio
$1.5M -$70.8K -1,694 -5%