PJAN icon

Innovator US Equity Power Buffer ETF January

243 hedge funds and large institutions have $949M invested in Innovator US Equity Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.08% less ownership

Funds ownership: 74.21%73.14% (-1.1%)

39% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 93

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
SCS Capital Management
Massachusetts
$1.15M
AAS
102
Avantax Advisory Services
Texas
$1.14M
PF
103
Phoenix Financial
Israel
$1.13M
PWM
104
PTM Wealth Management
United States
$1.08M
CB
105
Chris Bulman
California
$1.08M
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$1.07M
BWM
107
BCS Wealth Management
Tennessee
$1.05M
LWM
108
Lakeridge Wealth Management
Ohio
$1.05M
CNWM
109
Clay Northam Wealth Management
California
$1.03M
AWA
110
Arkadios Wealth Advisors
Georgia
$1.01M
BWM
111
Bernard Wealth Management
Michigan
$1.01M
VA
112
Valmark Advisers
Ohio
$1M
SFA
113
Sequoia Financial Advisors
Ohio
$988K
FFN
114
Focus Financial Network
Minnesota
$970K
SOS
115
Silver Oak Securities
Tennessee
$964K
YWS
116
Yarger Wealth Strategies
Ohio
$963K
RIS
117
Retirement Income Solutions
Michigan
$946K
BFC
118
Bedel Financial Consulting
Indiana
$922K
TWM
119
Tradition Wealth Management
Minnesota
$921K
TC
120
TownSquare Capital
Utah
$912K
FCM
121
Firestone Capital Management
Florida
$905K
VBFP
122
Valtinson Bruner Financial Planning
Minnesota
$886K
SAF
123
Smith Anglin Financial
Texas
$886K
SW
124
Schulz Wealth
Texas
$870K
HA
125
Helium Advisors
Washington
$856K