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Innovator US Equity Power Buffer ETF January

124 hedge funds and large institutions have $305M invested in Innovator US Equity Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% less ownership

Funds ownership: 67.38%64.04% (-3.3%)

4% less funds holding

Funds holding: 129124 (-5)

16% less capital invested

Capital invested by funds: $362M → $305M (-$57.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

66% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 59

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
20
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
101
TRUADVICE
Florida
$253K
ASN
102
Advisory Services Network
Georgia
$224K -$23.2K -750 -9%
AWA
103
Alaska Wealth Advisors
Alaska
$221K
SWA
104
Sutton Wealth Advisors
Florida
$219K -$775 -25 -0.3%
CFP
105
Cypress Financial Planning
New Jersey
$213K +$5.67K +183 +3%
VWA
106
Visionary Wealth Advisors
Illinois
$207K -$3.1K -100 -1%
AIC
107
Archer Investment Corporation
Indiana
$206K
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$206K -$9.08K -293 -4%
ACM
109
Advance Capital Management
Michigan
$204K -$4.53K -146 -2%
HIA
110
Harbor Investment Advisory
Maryland
$152K
UBS Group
111
UBS Group
Switzerland
$135K +$135K +4,352 +1,748%
PFM
112
Phillips Financial Management
Indiana
$122K +$129K +4,150 New
APA
113
American Portfolios Advisors
New York
$109K
CCM
114
Covington Capital Management
California
$74K -$23.2K -750 -23%
TWP
115
TFO Wealth Partners
Ohio
$61K
CFD
116
Creative Financial Designs
Indiana
$29K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$26K
HSA
118
HBK Sorce Advisory
Pennsylvania
$26K +$775K +25,000 New
TFS
119
TrustCore Financial Services
Tennessee
$23K
SAM
120
Strategic Asset Management
Minnesota
$19K
JGCM
121
Joseph Group Capital Management
Ohio
$16K
IF
122
Integrity Financial
Wyoming
$8K
PFA
123
Professional Financial Advisors
Nebraska
$4K
LS
124
Leelyn Smith
Illinois
$3K +$3.1K +100 New
BMM
125
Berkshire Money Management
Massachusetts
-$961K -32,008 Closed