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Innovator US Equity Power Buffer ETF January

131 hedge funds and large institutions have $372M invested in Innovator US Equity Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

32.73% more ownership

Funds ownership: 64.04%96.77% (+33%)

22% more capital invested

Capital invested by funds: $305M → $372M (+$67.4M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 124131 (+7)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
24
Increased
37
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$671K
CRWM
77
Castle Rock Wealth Management
California
$667K +$634K +20,325 New
AFP
78
Ausdal Financial Partners
Iowa
$663K +$656K +21,027 New
Truist Financial
79
Truist Financial
North Carolina
$662K
Citadel Advisors
80
Citadel Advisors
Florida
$642K +$636K +20,377 New
AGA
81
Accuvest Global Advisors
Utah
$626K +$310K +9,929 +100%
W
82
WorthPointe
California
$623K +$616K +19,761 New
DFA
83
DHJJ Financial Advisors
Illinois
$600K -$63.3K -2,029 -10%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$580K -$182K -5,821 -24%
PI
85
Parkside Investments
Illinois
$567K
NFG
86
Nations Financial Group
Iowa
$558K
MA
87
Mutual Advisors
Nebraska
$552K +$130K +4,169 +31%
SFP
88
Sterling Financial Planning
New Jersey
$549K -$2.56K -82 -0.5%
TF
89
Trek Financial
Arizona
$549K +$56.7K +1,818 +12%
BWM
90
BCS Wealth Management
Tennessee
$528K -$20.9K -670 -4%
RIS
91
Retirement Income Solutions
Michigan
$523K
CPCM
92
Cardinal Point Capital Management
Ontario, Canada
$502K +$497K +15,940 New
CPWMP
93
Cardinal Point Wealth Management Partners
California
$502K +$497K +15,940 New
MSFS
94
Main Street Financial Solutions
Pennsylvania
$488K
KWM
95
KFG Wealth Management
Indiana
$483K +$478K +15,329 New
SB
96
Strategic Blueprint
Georgia
$480K -$2.2M -70,681 -82%
MCC
97
Money Concepts Capital
Florida
$467K +$462K +14,813 New
Creative Planning
98
Creative Planning
Kansas
$462K -$74.6K -2,391 -14%
APCM
99
Alaska Permanent Capital Management
Alaska
$443K
SCA
100
Southern Capital Advisors
Tennessee
$384K -$3.56K -114 -0.9%