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Innovator US Equity Power Buffer ETF January

98 hedge funds and large institutions have $213M invested in Innovator US Equity Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

48% more capital invested

Capital invested by funds: $144M → $213M (+$68.8M)

36% more funds holding

Funds holding: 7298 (+26)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.39% less ownership

Funds ownership: 65.49%52.1% (-13%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
39
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sovereign Financial Group
Connecticut
$201K +$197K +6,357 New
OCM
77
Orion Capital Management
California
$185K +$152K +4,909 +515%
Morgan Stanley
78
Morgan Stanley
New York
$129K
SWA
79
Sutton Wealth Advisors
Florida
$66.6K +$65.3K +2,111 New
TWP
80
TFO Wealth Partners
Ohio
$65K +$64K +2,070 New
AIC
81
Archer Investment Corporation
Indiana
$63.1K +$61.9K +2,000 New
OIA
82
Optimum Investment Advisors
Illinois
$63K +$61.9K +2,000 New
VFA
83
Valeo Financial Advisors
Indiana
$55K
AWA
84
Arkadios Wealth Advisors
Georgia
$53K
UBS Group
85
UBS Group
Switzerland
$47K +$46.1K +1,491 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$46K +$45.2K +1,460 New
AIC
87
Ameritas Investment Company
Nebraska
$43.4K +$42.6K +1,377 New
APA
88
American Portfolios Advisors
New York
$36.9K +$36.2K +1,170 New
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$32K
HIA
90
Harbor Investment Advisory
Maryland
$26K +$25.4K +822 New
CAAS
91
Capital Asset Advisory Services
Michigan
$22K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$22K
TFS
93
TrustCore Financial Services
Tennessee
$21K -$1.21M -39,242 -98%
SQA
94
Simon Quick Advisors
New Jersey
$21K
LFG
95
Larson Financial Group
Missouri
$11K -$44K -1,422 -80%
SCA
96
Stonebridge Capital Advisors
Minnesota
$10K +$10.2K +331 New
SWM
97
Sugarloaf Wealth Management
Georgia
$443 +$195K +6,300 New
FGAM
98
Financial Gravity Asset Management
Texas
$65 +$63.5K +2,051 New
SS
99
Simplicity Solutions
Minnesota
-$1.92M -62,891 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
-$617K -20,165 Closed