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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
76
First Commonwealth Financial Corp
Pennsylvania
$1.48M
GCP
77
Gill Capital Partners
Colorado
$1.47M -$8.69K -214 -0.6%
CA
78
Continuum Advisory
Idaho
$1.42M -$772 -19 -0.1%
OCFG
79
O'Connor Financial Group
Illinois
$1.34M +$7.88K +194 +0.6%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$1.33M -$117K -2,870 -8%
FCCM
81
First City Capital Management
Georgia
$1.25M
LWA
82
Lineweaver Wealth Advisors
Ohio
$1.22M
UBS Group
83
UBS Group
Switzerland
$1.21M +$1.09M +26,880 +1,070%
SPC
84
Sigma Planning Corp
Michigan
$1.19M -$983K -24,198 -46%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.15M -$167K -4,119 -13%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.15M -$167K -4,119 -13%
WIM
87
WealthPlan Investment Management
Nebraska
$1.14M +$56.2K +1,383 +5%
AWAG
88
ARS Wealth Advisors Group
Florida
$1.14M
BWM
89
BCS Wealth Management
Tennessee
$1.11M
CA
90
Clearstead Advisors
Ohio
$1.1M
CWG
91
Crown Wealth Group
North Carolina
$1.08M -$110K -2,705 -9%
ASN
92
Advisory Services Network
Georgia
$1.08M
LWM
93
Lakeridge Wealth Management
Ohio
$1.03M
CNWM
94
Clay Northam Wealth Management
California
$1.02M
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$1.01M -$36.6K -900 -4%
FFN
96
Focus Financial Network
Minnesota
$1.01M -$64.5K -1,589 -6%
FCM
97
Firestone Capital Management
Florida
$998K
KWS
98
Keystone Wealth Services
California
$980K
AG
99
Ascent Group
Virginia
$975K +$125K +3,076 +15%
SWA
100
Stratos Wealth Advisors
Ohio
$957K