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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
KFG Wealth Management
Indiana
$1.48M -$193K -4,611 -12%
HI
77
Harbour Investments
Wisconsin
$1.48M -$65.1K -1,558 -4%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$1.44M +$77.3K +1,850 +6%
CA
79
Continuum Advisory
Idaho
$1.43M -$3.88K -93 -0.3%
CRWM
80
Castle Rock Wealth Management
California
$1.42M -$147K -3,521 -10%
MA
81
Mutual Advisors
Nebraska
$1.39M +$512K +12,254 +60%
GCP
82
Gill Capital Partners
Colorado
$1.35M -$144K -3,459 -10%
RA
83
RFG Advisory
Alabama
$1.3M -$950K -22,753 -43%
FCCM
84
First City Capital Management
Georgia
$1.28M
EMAM
85
Encompass More Asset Management
California
$1.27M +$554K +13,251 +78%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.27M +$91.7K +2,196 +8%
OPS
87
Orion Portfolio Solutions
Nebraska
$1.27M +$91.7K +2,196 +8%
LWA
88
Lineweaver Wealth Advisors
Ohio
$1.25M
AWAG
89
ARS Wealth Advisors Group
Florida
$1.16M -$7.14K -171 -0.6%
FFA
90
Farther Finance Advisors
California
$1.13M +$790K +18,906 +244%
CWG
91
Crown Wealth Group
North Carolina
$1.11M +$2.17K +52 +0.2%
ASN
92
Advisory Services Network
Georgia
$1.08M -$49.6K -1,188 -4%
YWS
93
Yarger Wealth Strategies
Ohio
$1.08M -$716K -17,144 -40%
LWM
94
Lakeridge Wealth Management
Ohio
$1.05M
BWM
95
BCS Wealth Management
Tennessee
$1.03M -$96.6K -2,312 -9%
MFN
96
Midwest Financial Network
Illinois
$1.03M +$1.02M +24,427 New
BWM
97
Bernard Wealth Management
Michigan
$1.01M +$1M +24,002 New
FCM
98
Firestone Capital Management
Florida
$1.01M -$9.94K -238 -1%
AAS
99
Avantax Advisory Services
Texas
$1.01M +$89K +2,130 +10%
FFN
100
Focus Financial Network
Minnesota
$1M -$29.7K -712 -3%