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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$584K +$573K +17,595 New
OMC
102
Old Mission Capital
Illinois
$583K +$572K +17,553 New
SFP
103
Sterling Financial Planning
New Jersey
$580K +$1.95K +60 +0.3%
MPCL
104
My Personal CFO LLC
Washington
$538K +$480K +14,743 +1,002%
CPCM
105
Cardinal Point Capital Management
Ontario, Canada
$529K
CPWMP
106
Cardinal Point Wealth Management Partners
California
$529K
MSFS
107
Main Street Financial Solutions
Pennsylvania
$515K
VWA
108
Visionary Wealth Advisors
Illinois
$514K +$504K +15,469 New
FCM
109
Firestone Capital Management
Florida
$509K +$499K +15,329 New
WCG
110
Weaver Consulting Group
California
$464K +$76.8K +2,359 +20%
W
111
WPWealth
Texas
$451K -$518K -15,912 -54%
DIM
112
Delta Investment Management
California
$431K +$423K +12,988 New
AAP
113
Arax Advisory Partners
Colorado
$395K -$3.29K -101 -0.8%
PWA
114
Pillar Wealth Advisors
Pennsylvania
$376K -$551K -16,925 -60%
AWAP
115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$369K +$361K +11,100 New
MHS
116
M Holdings Securities
Oregon
$361K +$354K +10,865 New
AGA
117
Accuvest Global Advisors
Utah
$330K -$323K -9,929 -50%
RRC
118
Relaxing Retirement Coach
Massachusetts
$330K +$323K +9,924 New
KWM
119
Kingsview Wealth Management
Oregon
$282K +$47.2K +1,448 +21%
VA
120
Valmark Advisers
Ohio
$282K +$277K +8,492 New
T
121
TRUADVICE
Florida
$274K
Jane Street
122
Jane Street
New York
$260K +$255K +7,823 New
SWM
123
Spire Wealth Management
Virginia
$249K +$244K +7,500 New
CFP
124
Cypress Financial Planning
New Jersey
$237K +$231K +7,104 New
AIC
125
Archer Investment Corporation
Indiana
$232K