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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $181M invested in Innovator US Equity Power Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9895 (-3)

4.83% less ownership

Funds ownership: 52.1%47.27% (-4.8%)

15% less capital invested

Capital invested by funds: $213M → $181M (-$32.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
8
Increased
19
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$227K +$225K +7,012 New
MML Investors Services
77
MML Investors Services
Massachusetts
$204K +$202K +6,301 New
SFG
78
Sovereign Financial Group
Connecticut
$201K
OCM
79
Orion Capital Management
California
$190K
Morgan Stanley
80
Morgan Stanley
New York
$133K
UBS Group
81
UBS Group
Switzerland
$112K +$63K +1,963 +132%
SWA
82
Sutton Wealth Advisors
Florida
$68.5K
FGAM
83
Financial Gravity Asset Management
Texas
$67K
TWP
84
TFO Wealth Partners
Ohio
$67K
AWA
85
Arkadios Wealth Advisors
Georgia
$55K
HIA
86
Harbor Investment Advisory
Maryland
$49K +$22.1K +687 +84%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$47K
APA
88
American Portfolios Advisors
New York
$38K
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$32K
AAP
90
Arax Advisory Partners
Colorado
$29K +$29.2K +908 New
CAAS
91
Capital Asset Advisory Services
Michigan
$23K
TFS
92
TrustCore Financial Services
Tennessee
$23K +$1.73K +54 +8%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$22K
SQA
94
Simon Quick Advisors
New Jersey
$22K
SCA
95
Stonebridge Capital Advisors
Minnesota
$10K
PCS
96
Personal CFO Solutions
New Jersey
-$8.5M -269,464 Closed
AA
97
Advisory Alpha
Michigan
-$3.24M -102,701 Closed
PI
98
Parkside Investments
Illinois
-$1.28M -40,700 Closed
HFP
99
Holistic Financial Partners
Indiana
-$376K -11,926 Closed
SPC
100
Sigma Planning Corp
Michigan
-$242K -7,671 Closed