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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
Alera Investment Advisors
Illinois
$1.63M -$891K -22,651 -36%
KWM
77
KFG Wealth Management
Indiana
$1.62M
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M -$4.37K -111 -0.3%
JWM
79
Jessup Wealth Management
Ohio
$1.51M -$26.9K -683 -2%
CRWM
80
Castle Rock Wealth Management
California
$1.5M -$32.7K -831 -2%
OCM
81
Orion Capital Management
California
$1.5M +$4.13K +105 +0.3%
W
82
WorthPointe
California
$1.49M +$7.2K +183 +0.5%
HI
83
Harbour Investments
Wisconsin
$1.47M -$16.9K -430 -1%
FCFC
84
First Commonwealth Financial Corp
Pennsylvania
$1.44M
GCP
85
Gill Capital Partners
Colorado
$1.44M -$51K -1,296 -4%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$1.41M -$68.3K -1,736 -5%
CA
87
Continuum Advisory
Idaho
$1.36M -$1.18K -30 -0.1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.34M +$711K +18,069 +118%
OCFG
89
O'Connor Financial Group
Illinois
$1.3M +$669 +17 +0.1%
BCI
90
Brinker Capital Investments
Pennsylvania
$1.29M +$270K +6,860 +27%
OPS
91
Orion Portfolio Solutions
Nebraska
$1.29M +$270K +6,860 +27%
FCCM
92
First City Capital Management
Georgia
$1.21M
LWA
93
Lineweaver Wealth Advisors
Ohio
$1.19M
CWG
94
Crown Wealth Group
North Carolina
$1.16M -$130K -3,292 -10%
TWM
95
Tradition Wealth Management
Minnesota
$1.14M -$88.1K -2,240 -7%
AWAG
96
ARS Wealth Advisors Group
Florida
$1.11M -$5.51K -140 -0.5%
ASN
97
Advisory Services Network
Georgia
$1.08M -$27.1K -690 -3%
BWM
98
BCS Wealth Management
Tennessee
$1.08M -$7.67K -195 -0.7%
CA
99
Clearstead Advisors
Ohio
$1.07M
CPIG
100
Chicago Partners Investment Group
Illinois
$1.06M -$118K -3,003 -10%