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Innovator US Equity Power Buffer ETF January

86 hedge funds and large institutions have $170M invested in Innovator US Equity Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.65% more ownership

Funds ownership: 47.27%53.92% (+6.6%)

6% less capital invested

Capital invested by funds: $181M → $170M (-$10.2M)

9% less funds holding

Funds holding: 9586 (-9)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
16
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$64K +$14.4K +442 +29%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$63K +$15K +460 +32%
AWA
78
Arkadios Wealth Advisors
Georgia
$55K
UBS Group
79
UBS Group
Switzerland
$45K -$67.8K -2,076 -60%
APA
80
American Portfolios Advisors
New York
$38.2K
WCAMG
81
Woodard & Company Asset Management Group
North Carolina
$33K
AAP
82
Arax Advisory Partners
Colorado
$30K
SAM
83
Strategic Asset Management
Minnesota
$25K +$24.7K +755 New
TFS
84
TrustCore Financial Services
Tennessee
$24K
SQA
85
Simon Quick Advisors
New Jersey
$22K
CAAS
86
Capital Asset Advisory Services
Michigan
$16K -$6.54K -200 -29%
TWM
87
Tradition Wealth Management
Minnesota
-$3.61M -111,832 Closed
OMC
88
Old Mission Capital
Illinois
-$3.03M -93,489 Closed
ASN
89
Advisory Services Network
Georgia
-$944K -29,106 Closed
Jane Street
90
Jane Street
New York
-$752K -23,189 Closed
BWM
91
BCS Wealth Management
Tennessee
-$589K -18,171 Closed
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
-$389K -11,991 Closed
TW
93
Transform Wealth
Colorado
-$349K -10,773 Closed
SFG
94
Sovereign Financial Group
Connecticut
-$201K -6,357 Closed
FGAM
95
Financial Gravity Asset Management
Texas
-$67K -2,051 Closed
SCA
96
Stonebridge Capital Advisors
Minnesota
-$10K -331 Closed