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Innovator US Equity Power Buffer ETF January

125 hedge funds and large institutions have $394M invested in Innovator US Equity Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 9

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $266M → $394M (+$129M)

32% more funds holding

Funds holding: 95125 (+30)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

27.55% less ownership

Funds ownership: 97.55%70% (-28%)

Holders
125
Holders Change
+30
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
63
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$300K +$297K +9,200 New
MFGM
102
Marshall Financial Group (Maryland)
Maryland
$297K +$294K +9,118 New
ACM
103
Advance Capital Management
Michigan
$273K +$270K +8,377 New
ASN
104
Advisory Services Network
Georgia
$272K +$269K +8,345 New
T
105
TRUADVICE
Florida
$254K
AWA
106
Alaska Wealth Advisors
Alaska
$244K +$242K +7,502 New
SWA
107
Sutton Wealth Advisors
Florida
$244K +$139K +4,319 +137%
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$239K +$236K +7,329 New
VA
109
Valmark Advisers
Ohio
$227K +$225K +6,982 New
VWA
110
Visionary Wealth Advisors
Illinois
$226K +$224K +6,935 New
AIC
111
Archer Investment Corporation
Indiana
$225K +$161K +5,000 +250%
HIA
112
Harbor Investment Advisory
Maryland
$168K +$103K +3,207 +164%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$135K +$70.9K +2,200 +113%
APA
114
American Portfolios Advisors
New York
$120K +$81.4K +2,525 +216%
CCM
115
Covington Capital Management
California
$106K +$105K +3,250 New
JGCM
116
Joseph Group Capital Management
Ohio
$70K -$10M -311,739 -99%
TWP
117
TFO Wealth Partners
Ohio
$67K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$45K
CFD
119
Creative Financial Designs
Indiana
$33K +$32.2K +1,000 New
SAM
120
Strategic Asset Management
Minnesota
$31K +$6.03K +187 +25%
TFS
121
TrustCore Financial Services
Tennessee
$26K +$2.42K +75 +10%
SQA
122
Simon Quick Advisors
New Jersey
$22K
IF
123
Integrity Financial
Wyoming
$9K +$8.45K +262 New
PFA
124
Professional Financial Advisors
Nebraska
$4K +$4.09K +127 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.26K +$3.22K +100 New