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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
76
Clay Northam Wealth Management
California
$936K
SWA
77
Stratos Wealth Advisors
Ohio
$934K -$39K -1,088 -4%
KWS
78
Keystone Wealth Services
California
$919K
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$916K -$122K -3,399 -12%
RIS
80
Retirement Income Solutions
Michigan
$910K
SS
81
Sunbelt Securities
Texas
$889K -$8.96K -250 -1%
3AM
82
3EDGE Asset Management
Florida
$878K -$700K -19,510 -45%
BAM
83
Belpointe Asset Management
Nevada
$861K -$110K -3,064 -12%
BFC
84
Bedel Financial Consulting
Indiana
$846K -$8.21K -229 -1%
ASN
85
Advisory Services Network
Georgia
$842K -$615K -17,160 -43%
KWM
86
KFG Wealth Management
Indiana
$831K -$860K -23,971 -52%
MCM
87
MAI Capital Management
Ohio
$788K +$131K +3,640 +21%
VBFP
88
Valtinson Bruner Financial Planning
Minnesota
$780K -$861 -24 -0.1%
IFG
89
Independent Financial Group
California
$754K -$100K -2,800 -12%
CRWM
90
Castle Rock Wealth Management
California
$750K
SAF
91
Smith Anglin Financial
Texas
$749K
TF
92
Trek Financial
Arizona
$733K +$343K +9,553 +94%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$733K -$30.6K -853 -4%
CWM
94
Castle Wealth Management
Florida
$732K +$705K +19,653 New
AAS
95
Avantax Advisory Services
Texas
$703K -$990K -27,602 -59%
BWM
96
BCS Wealth Management
Tennessee
$702K -$65.8K -1,834 -9%
MPCL
97
My Personal CFO LLC
Washington
$688K -$33.6K -936 -5%
WP
98
WealthPLAN Partners
Nebraska
$662K -$1.62M -45,184 -72%
ICG
99
InterOcean Capital Group
Tennessee
$662K -$171K -4,780 -21%
PWMG
100
Pinnacle Wealth Management Group
Michigan
$625K +$46.7K +1,303 +8%