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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
101
Valmark Advisers
Ohio
$914K
IFG
102
Independent Financial Group
California
$913K +$1.62K +40 +0.2%
BFC
103
Bedel Financial Consulting
Indiana
$898K
AAS
104
Avantax Advisory Services
Texas
$897K -$66.6K -1,641 -7%
SW
105
Schulz Wealth
Texas
$873K
WCG
106
Weaver Consulting Group
California
$869K
PS
107
Principal Securities
Iowa
$868K -$2.68K -66 -0.3%
VBFP
108
Valtinson Bruner Financial Planning
Minnesota
$865K
MA
109
Mutual Advisors
Nebraska
$851K -$3K -74 -0.4%
CAM
110
Cresset Asset Management
Illinois
$833K -$57.8K -1,424 -7%
SAF
111
Smith Anglin Financial
Texas
$831K
SS
112
Sunbelt Securities
Texas
$828K -$22.2K -547 -3%
CPIG
113
Chicago Partners Investment Group
Illinois
$817K -$272K -6,695 -25%
SIA
114
Soltis Investment Advisors
Utah
$810K
TWM
115
Tradition Wealth Management
Minnesota
$793K -$368K -9,061 -32%
RIS
116
Retirement Income Solutions
Michigan
$787K
FNWA
117
Financial Network Wealth Advisors
Utah
$763K -$131K -3,214 -15%
EMAM
118
Encompass More Asset Management
California
$699K +$687K +16,910 New
SFP
119
Sterling Financial Planning
New Jersey
$688K
DFA
120
DHJJ Financial Advisors
Illinois
$680K
AQR Capital Management
121
AQR Capital Management
Connecticut
$679K +$667K +16,429 New
CW
122
CreativeOne Wealth
Kansas
$665K +$106K +2,600 +19%
SFG
123
Sovereign Financial Group
Connecticut
$661K +$650K +15,999 New
CPCM
124
Cardinal Point Capital Management
Ontario, Canada
$659K
WP
125
WealthPLAN Partners
Nebraska
$632K -$247K -6,073 -28%