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Innovator US Equity Power Buffer ETF January

131 hedge funds and large institutions have $372M invested in Innovator US Equity Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

32.73% more ownership

Funds ownership: 64.04%96.77% (+33%)

22% more capital invested

Capital invested by funds: $305M → $372M (+$67.4M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 124131 (+7)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
24
Increased
37
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
101
Pinnacle Wealth Management Group
Michigan
$378K
AAP
102
Arax Advisory Partners
Colorado
$378K -$2.81K -90 -0.7%
WCG
103
Weaver Consulting Group
California
$365K -$68.8K -2,205 -16%
TFS
104
TrustCore Financial Services
Tennessee
$340K +$312K +9,993 +1,254%
KWS
105
Keystone Wealth Services
California
$328K +$325K +10,407 New
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$287K
T
107
TRUADVICE
Florida
$264K
BAM
108
Belpointe Asset Management
Nevada
$240K +$238K +7,625 New
AWA
109
Alaska Wealth Advisors
Alaska
$236K
SWA
110
Sutton Wealth Advisors
Florida
$235K
KWM
111
Kingsview Wealth Management
Oregon
$222K -$129K -4,121 -37%
AIC
112
Archer Investment Corporation
Indiana
$221K
FCFC
113
First Commonwealth Financial Corp
Pennsylvania
$212K -$8.27K -265 -4%
HIA
114
Harbor Investment Advisory
Maryland
$163K
Morgan Stanley
115
Morgan Stanley
New York
$154K -$257K -8,247 -63%
PFM
116
Phillips Financial Management
Indiana
$131K
MPCL
117
My Personal CFO LLC
Washington
$84.6K +$45.9K +1,471 New
TWP
118
TFO Wealth Partners
Ohio
$65.4K +$3.68K +118 +6%
HSA
119
HBK Sorce Advisory
Pennsylvania
$64K +$1.09M +35,000 +140%
CFD
120
Creative Financial Designs
Indiana
$31.5K
FA
121
Fiduciary Alliance
South Carolina
$28.4K +$28.1K +900 New
William Blair & Company
122
William Blair & Company
Illinois
$25.4K +$25.1K +805 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$21K -$7.02K -225 -25%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$19.8K +$19.6K +629 New
LS
125
Leelyn Smith
Illinois
$17.3K +$14K +450 +450%