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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $266M invested in Innovator US Equity Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $170M → $266M (+$95.1M)

43.63% more ownership

Funds ownership: 53.92%97.55% (+44%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8695 (+9)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
22
Increased
29
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
76
Accuvest Global Advisors
Utah
$330K
AAS
77
Avantax Advisory Services
Texas
$323K
T
78
TRUADVICE
Florida
$265K -$269K -8,122 -50%
TF
79
Trek Financial
Arizona
$203K +$202K +6,110 New
SFG
80
Sovereign Financial Group
Connecticut
$201K +$200K +6,049 New
OCM
81
Orion Capital Management
California
$192K -$3.31K -100 -2%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$169K +$105K +3,160 +165%
SWA
83
Sutton Wealth Advisors
Florida
$105K +$34.7K +1,050 +50%
TWP
84
TFO Wealth Partners
Ohio
$69K
AIC
85
Archer Investment Corporation
Indiana
$66.5K
HIA
86
Harbor Investment Advisory
Maryland
$65K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$65K +$64.5K +1,951 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$46K +$45.9K +1,387 New
First Manhattan
89
First Manhattan
New York
$44K +$44.5K +1,345 New
APA
90
American Portfolios Advisors
New York
$38.9K
SAM
91
Strategic Asset Management
Minnesota
$25K
TFS
92
TrustCore Financial Services
Tennessee
$24K
SQA
93
Simon Quick Advisors
New Jersey
$23K
JP Morgan Chase
94
JP Morgan Chase
New York
$8K +$7.64K +231 New
FMP
95
Financial Management Professionals
Texas
$2K +$1.75K +53 New
Wolverine Trading
96
Wolverine Trading
Illinois
-$1.46M -44,833 Closed
BCI
97
Brinker Capital Investments
Pennsylvania
-$817K -25,196 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$797K -24,397 Closed
FFN
99
Focus Financial Network
Minnesota
-$452K -13,850 Closed
APCM
100
Alaska Permanent Capital Management
Alaska
-$289K -8,852 Closed