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Innovator US Equity Power Buffer ETF January

145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 67.21%69.16% (+1.9%)

5% less funds holding

Funds holding: 152145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
Visionary Wealth Advisors
Illinois
$531K
CWS
102
Cypress Wealth Services
California
$522K -$539K -15,250 -50%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$508K -$31.8K -900 -6%
DIM
104
Delta Investment Management
California
$461K +$25K +708 +6%
CA
105
Continuum Advisory
Idaho
$440K +$446K +12,638 New
NRC
106
New Republic Capital
North Carolina
$417K +$424K +11,995 New
AAP
107
Arax Advisory Partners
Colorado
$414K
PWA
108
Pillar Wealth Advisors
Pennsylvania
$393K
SC
109
Savant Capital
Illinois
$375K +$380K +10,769 New
PI
110
Parkside Investments
Illinois
$374K
Cerity Partners
111
Cerity Partners
New York
$356K
TF
112
Trek Financial
Arizona
$352K -$338K -9,570 -49%
SFG
113
Sovereign Financial Group
Connecticut
$351K +$12.1K +344 +4%
AGA
114
Accuvest Global Advisors
Utah
$345K
AWM
115
Atticus Wealth Management
Florida
$343K
RA
116
RFG Advisory
Alabama
$320K +$9.71K +275 +3%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$317K -$2.83K -80 -0.9%
VA
118
Valmark Advisers
Ohio
$295K
T
119
TRUADVICE
Florida
$292K
KWM
120
Kingsview Wealth Management
Oregon
$271K -$55.1K -1,560 -17%
SWM
121
Spire Wealth Management
Virginia
$261K -$35 -1 -0%
WCG
122
Weaver Consulting Group
California
$258K
Morgan Stanley
123
Morgan Stanley
New York
$257K +$70.6K +2,000 +37%
W
124
WPWealth
Texas
$251K
CFP
125
Cypress Financial Planning
New Jersey
$246K