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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$1.06M -$62.9K -1,600 -6%
WIM
102
WealthPlan Investment Management
Nebraska
$1.06M -$221K -5,605 -18%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$1.03M +$160K +4,063 +19%
LWM
104
Lakeridge Wealth Management
Ohio
$1M
CNWM
105
Clay Northam Wealth Management
California
$990K -$20.7K -525 -2%
FCM
106
Firestone Capital Management
Florida
$972K +$209K +5,309 +28%
KWS
107
Keystone Wealth Services
California
$954K
AAS
108
Avantax Advisory Services
Texas
$940K -$97.4K -2,476 -10%
SWA
109
Stratos Wealth Advisors
Ohio
$931K
Citadel Advisors
110
Citadel Advisors
Florida
$904K +$5.43K +138 +0.6%
VA
111
Valmark Advisers
Ohio
$890K
IFG
112
Independent Financial Group
California
$888K -$66.4K -1,688 -7%
OMC
113
Old Mission Capital
Illinois
$887K +$867K +22,037 New
BFC
114
Bedel Financial Consulting
Indiana
$874K -$20.9K -530 -2%
FNWA
115
Financial Network Wealth Advisors
Utah
$872K +$2.56K +65 +0.3%
CAM
116
Cresset Asset Management
Illinois
$868K
WP
117
WealthPLAN Partners
Nebraska
$859K -$931K -23,652 -53%
SW
118
Schulz Wealth
Texas
$850K
PS
119
Principal Securities
Iowa
$848K -$7.12K -181 -0.9%
WCG
120
Weaver Consulting Group
California
$846K
VBFP
121
Valtinson Bruner Financial Planning
Minnesota
$842K
MA
122
Mutual Advisors
Nebraska
$831K -$51K -1,297 -6%
SS
123
Sunbelt Securities
Texas
$828K
AG
124
Ascent Group
Virginia
$825K +$807K +20,513 New
SAF
125
Smith Anglin Financial
Texas
$809K