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Innovator US Equity Power Buffer ETF January

124 hedge funds and large institutions have $305M invested in Innovator US Equity Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% less ownership

Funds ownership: 67.38%64.04% (-3.3%)

4% less funds holding

Funds holding: 129124 (-5)

16% less capital invested

Capital invested by funds: $362M → $305M (-$57.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

66% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 59

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
20
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$626K +$660K +21,280 New
DFA
77
DHJJ Financial Advisors
Illinois
$620K -$1.46K -47 -0.2%
Truist Financial
78
Truist Financial
North Carolina
$618K -$498K -16,063 -43%
CA
79
Cetera Advisors
Colorado
$543K -$232K -7,479 -29%
PI
80
Parkside Investments
Illinois
$529K
NFG
81
Nations Financial Group
Iowa
$521K
SFP
82
Sterling Financial Planning
New Jersey
$515K -$2.73K -88 -0.5%
BWM
83
BCS Wealth Management
Tennessee
$513K
Creative Planning
84
Creative Planning
Kansas
$501K +$83.3K +2,688 +19%
RIS
85
Retirement Income Solutions
Michigan
$494K
TF
86
Trek Financial
Arizona
$459K +$483K +15,593 New
AA
87
Advisory Alpha
Michigan
$458K -$92.2K -2,973 -16%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$456K
APCM
89
Alaska Permanent Capital Management
Alaska
$413K
WCG
90
Weaver Consulting Group
California
$406K
MA
91
Mutual Advisors
Nebraska
$393K
Morgan Stanley
92
Morgan Stanley
New York
$386K +$44.4K +1,432 +12%
SWM
93
Sugarloaf Wealth Management
Georgia
$379K -$36.4K -1,175 -8%
SCA
94
Southern Capital Advisors
Tennessee
$362K -$12.4K -399 -3%
AAP
95
Arax Advisory Partners
Colorado
$356K +$22.2K +717 +6%
PWMG
96
Pinnacle Wealth Management Group
Michigan
$353K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$330K +$203K +6,545 +140%
KWM
98
Kingsview Wealth Management
Oregon
$329K -$3.1K -100 -0.9%
AGA
99
Accuvest Global Advisors
Utah
$292K
MFGM
100
Marshall Financial Group (Maryland)
Maryland
$268K