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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
101
ARS Wealth Advisors Group
Florida
$1.08M
ASN
102
Advisory Services Network
Georgia
$1.08M +$187K +4,904 +22%
FFN
103
Focus Financial Network
Minnesota
$1.06M -$70.5K -1,848 -6%
BWM
104
BCS Wealth Management
Tennessee
$1.05M +$309K +8,106 +43%
CA
105
Clearstead Advisors
Ohio
$1.04M +$1.01M +26,581 New
CWM
106
Castle Wealth Management
Florida
$1.03M +$257K +6,737 +34%
AAS
107
Avantax Advisory Services
Texas
$1.01M +$266K +6,963 +37%
BAM
108
Belpointe Asset Management
Nevada
$1M +$97.3K +2,550 +11%
KCM
109
Kathmere Capital Management
Pennsylvania
$999K -$1.03K -27 -0.1%
BCI
110
Brinker Capital Investments
Pennsylvania
$985K +$681K +17,854 +243%
OPS
111
Orion Portfolio Solutions
Nebraska
$985K +$681K +17,854 +243%
CNWM
112
Clay Northam Wealth Management
California
$983K
LWM
113
Lakeridge Wealth Management
Ohio
$973K +$950K +24,878 New
IFG
114
Independent Financial Group
California
$929K +$134K +3,500 +17%
KWS
115
Keystone Wealth Services
California
$928K -$36.4K -954 -4%
JP Morgan Chase
116
JP Morgan Chase
New York
$920K +$898K +23,515 New
GSIS
117
Global Strategic Investment Solutions
Arizona
$910K +$376K +9,863 +74%
SWA
118
Stratos Wealth Advisors
Ohio
$905K -$73.7K -1,932 -8%
Citadel Advisors
119
Citadel Advisors
Florida
$874K +$392K +10,275 +85%
BFC
120
Bedel Financial Consulting
Indiana
$871K -$17.4K -457 -2%
VA
121
Valmark Advisers
Ohio
$865K +$418K +10,940 +98%
MA
122
Mutual Advisors
Nebraska
$856K +$232K +6,089 +39%
FNWA
123
Financial Network Wealth Advisors
Utah
$845K +$825K +21,607 New
CAM
124
Cresset Asset Management
Illinois
$844K +$824K +21,582 New
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$835K -$123K -3,231 -13%