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Innovator US Equity Power Buffer ETF January

212 hedge funds and large institutions have $706M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
3.07%
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
35
Reduced
94
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFC
101
Bedel Financial Consulting
Indiana
$898K 21,733
AAS
102
Avantax Advisory Services
Texas
$897K 21,716 -1,641 -7%
SW
103
Schulz Wealth
Texas
$873K 21,135
WCG
104
Weaver Consulting Group
California
$869K 21,037
PS
105
Principal Securities
Iowa
$868K 21,012 -66 -0.3%
VBFP
106
Valtinson Bruner Financial Planning
Minnesota
$865K 20,934
MA
107
Mutual Advisors
Nebraska
$851K 20,517 -74 -0.4%
CAM
108
Cresset Asset Management
Illinois
$833K 20,158 -1,424 -7%
SAF
109
Smith Anglin Financial
Texas
$831K 20,116
SS
110
Sunbelt Securities
Texas
$828K 20,045 -547 -3%
CPIG
111
Chicago Partners Investment Group
Illinois
$817K 19,708 -6,695 -25%
SIA
112
Soltis Investment Advisors
Utah
$810K 19,595
TWM
113
Tradition Wealth Management
Minnesota
$793K 19,187 -9,061 -32%
RIS
114
Retirement Income Solutions
Michigan
$787K 19,039
FNWA
115
Financial Network Wealth Advisors
Utah
$763K 18,458 -3,214 -15%
EMAM
116
Encompass More Asset Management
California
$699K 16,910 +16,910 New
SFP
117
Sterling Financial Planning
New Jersey
$688K 16,661
DFA
118
DHJJ Financial Advisors
Illinois
$680K 16,466
AQR Capital Management
119
AQR Capital Management
Connecticut
$679K 16,429 +16,429 New
CW
120
CreativeOne Wealth
Kansas
$665K 16,082 +2,600 +19%
SFG
121
Sovereign Financial Group
Connecticut
$661K 15,999 +15,999 New
CPCM
122
Cardinal Point Capital Management
Ontario, Canada
$659K 15,940
WP
123
WealthPLAN Partners
Nebraska
$632K 15,291 -6,073 -28%
William Blair & Company
124
William Blair & Company
Illinois
$623K 15,068
SI
125
Stephens Inc
Arkansas
$621K 15,030