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Innovator US Equity Power Buffer ETF January

242 hedge funds and large institutions have $897M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

9% more funds holding

Funds holding: 223242 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.11% less ownership

Funds ownership: 75.79%74.68% (-1.1%)

49% less capital invested

Capital invested by funds: $1.76B → $897M (-$867M)

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Diligent Investors
California
$2.88M +$205K +4,830 +7%
CAG
52
Compass Advisory Group
New York
$2.72M +$99.8K +2,355 +4%
CPP
53
Capasso Planning Partners
South Carolina
$2.68M -$42.8K -1,010 -2%
EWM
54
Evermay Wealth Management
Virginia
$2.67M -$301K -7,107 -10%
PS
55
Principal Securities
Iowa
$2.62M
CF
56
Centaurus Financial
California
$2.59M +$348K +8,216 +15%
OIA
57
OneDigital Investment Advisors
Kansas
$2.54M +$144K +3,394 +6%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$2.42K -57 -0.1%
JFG
59
JDM Financial Group
Texas
$2.41M +$2.44M +57,519 +11,958%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.36M +$150K +3,541 +7%
AWM
61
AE Wealth Management
Kansas
$2.34M +$511K +12,051 +27%
HAS
62
HBW Advisory Services
California
$2.24M +$30.3K +715 +1%
W
63
WorthPointe
California
$2.17M +$600K +14,159 +37%
NF
64
Nikulski Financial
Iowa
$2.1M +$10.6K +250 +0.5%
SCA
65
Stuart Chaussee & Associates
California
$2.09M +$192K +4,530 +10%
KWM
66
KFG Wealth Management
Indiana
$2.08M +$637K +15,031 +43%
TF
67
Trek Financial
Arizona
$2.04M -$173K -4,075 -8%
CA
68
Corrado Advisors
New Jersey
$2.02M +$406K +9,588 +24%
TPW
69
Talon Private Wealth
Florida
$1.99M +$2.04M +48,044 New
FA
70
FSA Advisors
Michigan
$1.97M +$355K +8,382 +21%
HI
71
Harbour Investments
Wisconsin
$1.96M +$518K +12,221 +35%
AF
72
Advisornet Financial
Minnesota
$1.93M +$33.1K +781 +2%
KFP
73
KMG Fiduciary Partners
Ohio
$1.82M +$1.86M +43,907 New
WIM
74
WealthPlan Investment Management
Nebraska
$1.81M +$73.9K +1,744 +4%
AQR Capital Management
75
AQR Capital Management
Connecticut
$1.81M +$22.9K +541 +1%