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Innovator US Equity Power Buffer ETF January

129 hedge funds and large institutions have $362M invested in Innovator US Equity Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 125129 (+4)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.62% less ownership

Funds ownership: 70%67.38% (-2.6%)

8% less capital invested

Capital invested by funds: $394M → $362M (-$31.8M)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
39
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
76
Better Money Decisions
New Mexico
$662K
DFA
77
DHJJ Financial Advisors
Illinois
$634K +$47.7K +1,535 +8%
Citadel Advisors
78
Citadel Advisors
Florida
$625K +$647K +20,823 New
OMC
79
Old Mission Capital
Illinois
$622K -$140K -4,522 -18%
AA
80
Advisory Alpha
Michigan
$557K -$1.06M -33,999 -65%
PI
81
Parkside Investments
Illinois
$540K +$248K +8,000 +80%
NFG
82
Nations Financial Group
Iowa
$532K
SFP
83
Sterling Financial Planning
New Jersey
$528K +$3.14K +101 +0.6%
BWM
84
BCS Wealth Management
Tennessee
$523K
RIS
85
Retirement Income Solutions
Michigan
$499K
MSFS
86
Main Street Financial Solutions
Pennsylvania
$465K
Creative Planning
87
Creative Planning
Kansas
$431K +$446K +14,350 New
SWM
88
Sugarloaf Wealth Management
Georgia
$422K
APCM
89
Alaska Permanent Capital Management
Alaska
$421K
WCG
90
Weaver Consulting Group
California
$415K -$9.44K -304 -2%
MA
91
Mutual Advisors
Nebraska
$401K +$3.57K +115 +0.9%
Wolverine Trading
92
Wolverine Trading
Illinois
$382K +$393K +12,665 New
SCA
93
Southern Capital Advisors
Tennessee
$381K +$11.1K +357 +3%
PWMG
94
Pinnacle Wealth Management Group
Michigan
$360K
Morgan Stanley
95
Morgan Stanley
New York
$351K
AAP
96
Arax Advisory Partners
Colorado
$341K -$10.4K -335 -3%
KWM
97
Kingsview Wealth Management
Oregon
$339K +$350K +11,276 New
KF
98
Krilogy Financial
Missouri
$327K -$2.13M -68,477 -86%
AGA
99
Accuvest Global Advisors
Utah
$298K
Bank of America
100
Bank of America
North Carolina
$280K +$290K +9,331 New