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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Sterling Financial Planning
New Jersey
$622K -$15.5K -431 -3%
DFA
102
DHJJ Financial Advisors
Illinois
$595K -$77.9K -2,172 -12%
GCP
103
Gill Capital Partners
Colorado
$595K -$3.85M -107,305 -87%
CPCM
104
Cardinal Point Capital Management
Ontario, Canada
$594K
MA
105
Mutual Advisors
Nebraska
$588K -$62.8K -1,752 -10%
PI
106
Parkside Investments
Illinois
$560K +$153K +4,275 +40%
EWM
107
Elmwood Wealth Management
California
$559K -$451K -12,580 -46%
CWS
108
Cypress Wealth Services
California
$559K
Morgan Stanley
109
Morgan Stanley
New York
$550K +$265K +7,378 +100%
CW
110
CreativeOne Wealth
Kansas
$540K +$520K +14,506 New
MSFS
111
Main Street Financial Solutions
Pennsylvania
$525K -$17.9K -500 -3%
AAP
112
Arax Advisory Partners
Colorado
$504K +$59K +1,645 +14%
GSIS
113
Global Strategic Investment Solutions
Arizona
$499K -$127K -3,551 -21%
AWM
114
Atticus Wealth Management
Florida
$497K +$125K +3,477 +35%
DIM
115
Delta Investment Management
California
$490K -$3.84K -107 -0.8%
CA
116
Cambridge Advisors
Nebraska
$487K -$134K -3,725 -22%
W
117
WPWealth
Texas
$467K +$191K +5,314 +74%
CCG
118
Catalina Capital Group
California
$450K +$433K +12,074 New
Citadel Advisors
119
Citadel Advisors
Florida
$449K +$433K +12,066 New
NRC
120
New Republic Capital
North Carolina
$446K -$1.11K -31 -0.3%
FCM
121
Firestone Capital Management
Florida
$441K -$125K -3,475 -23%
PWA
122
Pillar Wealth Advisors
Pennsylvania
$421K
VA
123
Valmark Advisers
Ohio
$416K +$96.4K +2,688 +32%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$410K +$395K +11,017 New
Cerity Partners
125
Cerity Partners
New York
$381K