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Innovator US Equity Power Buffer ETF January

145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 67.21%69.16% (+1.9%)

5% less funds holding

Funds holding: 152145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
76
InterOcean Capital Group
Tennessee
$785K -$233K -6,600 -23%
W
77
WorthPointe
California
$771K -$4.8K -136 -0.6%
VBFP
78
Valtinson Bruner Financial Planning
Minnesota
$729K
BWM
79
BCS Wealth Management
Tennessee
$720K -$232K -6,582 -24%
AAM
80
American Asset Management
Florida
$720K
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$714K -$71.6K -2,027 -9%
CRWM
82
Castle Rock Wealth Management
California
$708K
SAF
83
Smith Anglin Financial
Texas
$700K
MPCL
84
My Personal CFO LLC
Washington
$675K +$56.3K +1,595 +9%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$662K -$16.5K -466 -2%
NFG
86
Nations Financial Group
Iowa
$635K -$43.3K -1,225 -6%
CPIG
87
Chicago Partners Investment Group
Illinois
$632K -$371K -10,512 -36%
DFA
88
DHJJ Financial Advisors
Illinois
$632K -$17.8K -505 -3%
JP Morgan Chase
89
JP Morgan Chase
New York
$621K +$469K +13,279 +290%
MA
90
Mutual Advisors
Nebraska
$611K +$24.6K +696 +4%
MCM
91
MAI Capital Management
Ohio
$609K -$689K -19,501 -53%
SFP
92
Sterling Financial Planning
New Jersey
$596K -$3.85K -109 -0.6%
NA
93
NewEdge Advisors
Louisiana
$596K
GSIS
94
Global Strategic Investment Solutions
Arizona
$590K -$36.8K -1,041 -6%
CA
95
Cambridge Advisors
Nebraska
$585K -$193K -5,474 -25%
CA
96
Cetera Advisors
Colorado
$578K -$297K -8,416 -34%
AFP
97
Ausdal Financial Partners
Iowa
$570K
CPCM
98
Cardinal Point Capital Management
Ontario, Canada
$555K
PWMG
99
Pinnacle Wealth Management Group
Michigan
$539K -$106K -3,000 -16%
FCM
100
Firestone Capital Management
Florida
$533K