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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Sunbelt Securities
Texas
$870K -$226K -6,927 -21%
KWS
77
Keystone Wealth Services
California
$863K +$507K +15,565 +150%
KCM
78
Kathmere Capital Management
Pennsylvania
$859K -$8.63K -265 -1%
FCCM
79
First City Capital Management
Georgia
$854K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$848K +$810K +24,873 +3,685%
NA
81
NewEdge Advisors
Louisiana
$801K +$786K +24,133 New
BFC
82
Bedel Financial Consulting
Indiana
$788K -$3.26K -100 -0.4%
AFP
83
Ausdal Financial Partners
Iowa
$777K +$77.5K +2,379 +11%
Citadel Advisors
84
Citadel Advisors
Florida
$769K +$90.1K +2,768 +14%
IFG
85
Independent Financial Group
California
$766K +$58.6K +1,800 +8%
W
86
WorthPointe
California
$747K +$89.3K +2,742 +14%
CA
87
Cambridge Advisors
Nebraska
$745K -$8.79K -270 -1%
VBFP
88
Valtinson Bruner Financial Planning
Minnesota
$696K
AAM
89
American Asset Management
Florida
$687K +$673K +20,680 New
CRWM
90
Castle Rock Wealth Management
California
$681K
SAF
91
Smith Anglin Financial
Texas
$668K +$655K +20,116 New
TF
92
Trek Financial
Arizona
$655K +$75.6K +2,320 +13%
AWM
93
Atticus Wealth Management
Florida
$643K +$630K +19,352 New
RIS
94
Retirement Income Solutions
Michigan
$631K +$77.8K +2,388 +14%
DFA
95
DHJJ Financial Advisors
Illinois
$629K -$3.94K -121 -0.6%
PWMG
96
Pinnacle Wealth Management Group
Michigan
$614K +$212K +6,500 +54%
NFG
97
Nations Financial Group
Iowa
$612K +$22.8K +700 +4%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$610K -$1.53K -47 -0.3%
GSIS
99
Global Strategic Investment Solutions
Arizona
$603K +$592K +18,169 New
MA
100
Mutual Advisors
Nebraska
$594K +$12K +370 +2%