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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$1.76M +$1.04M +27,237 +153%
AF
77
Advisornet Financial
Minnesota
$1.76M
FA
78
FSA Advisors
Michigan
$1.75M -$40.5K -1,061 -2%
RA
79
RFG Advisory
Alabama
$1.71M +$1.32M +34,667 +385%
YWS
80
Yarger Wealth Strategies
Ohio
$1.64M +$1.6M +42,040 New
SWM
81
Sugarloaf Wealth Management
Georgia
$1.61M -$81.5K -2,135 -5%
KWM
82
KFG Wealth Management
Indiana
$1.57M +$681K +17,842 +80%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$311K +8,153 +26%
AWM
84
AE Wealth Management
Kansas
$1.54M -$1M -26,297 -40%
JWM
85
Jessup Wealth Management
Ohio
$1.49M +$1.46M +38,218 New
CRWM
86
Castle Rock Wealth Management
California
$1.47M +$680K +17,804 +88%
OCM
87
Orion Capital Management
California
$1.45M +$5.27K +138 +0.4%
HI
88
Harbour Investments
Wisconsin
$1.45M +$53.6K +1,403 +4%
W
89
WorthPointe
California
$1.44M +$440K +11,530 +46%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$1.44M +$982K +25,715 +233%
GCP
91
Gill Capital Partners
Colorado
$1.43M +$802K +21,009 +132%
FCFC
92
First Commonwealth Financial Corp
Pennsylvania
$1.4M +$1.36M +35,735 New
CA
93
Continuum Advisory
Idaho
$1.33M -$111K -2,896 -8%
OCFG
94
O'Connor Financial Group
Illinois
$1.26M +$1.23M +32,300 New
CWG
95
Crown Wealth Group
North Carolina
$1.26M +$22.5K +589 +2%
WIM
96
WealthPlan Investment Management
Nebraska
$1.25M -$1.07M -28,151 -47%
TWM
97
Tradition Wealth Management
Minnesota
$1.19M +$1.16M +30,488 New
FCCM
98
First City Capital Management
Georgia
$1.18M
LWA
99
Lineweaver Wealth Advisors
Ohio
$1.16M -$57.3K -1,500 -5%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.14M -$49.4K -1,294 -4%