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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
101
Clay Northam Wealth Management
California
$1M -$34.9K -835 -3%
VA
102
Valmark Advisers
Ohio
$935K
W
103
WPWealth
Texas
$933K +$650K +15,557 +238%
IFG
104
Independent Financial Group
California
$932K -$2K -48 -0.2%
BFC
105
Bedel Financial Consulting
Indiana
$925K -$8.9K -213 -1%
SW
106
Schulz Wealth
Texas
$893K -$418 -10 -0%
VBFP
107
Valtinson Bruner Financial Planning
Minnesota
$863K -$21.2K -508 -2%
CAM
108
Cresset Asset Management
Illinois
$852K
SAF
109
Smith Anglin Financial
Texas
$850K
WCG
110
Weaver Consulting Group
California
$848K -$40.6K -972 -5%
FCFC
111
First Commonwealth Financial Corp
Pennsylvania
$829K -$674K -16,125 -45%
SIA
112
Soltis Investment Advisors
Utah
$828K
HA
113
Helium Advisors
Washington
$821K +$812K +19,433 New
RIS
114
Retirement Income Solutions
Michigan
$804K
CPIG
115
Chicago Partners Investment Group
Illinois
$786K -$48.1K -1,152 -6%
TWM
116
Tradition Wealth Management
Minnesota
$776K -$33.9K -812 -4%
SS
117
Sunbelt Securities
Texas
$753K -$91.9K -2,200 -11%
KWS
118
Keystone Wealth Services
California
$721K -$278K -6,655 -28%
SFP
119
Sterling Financial Planning
New Jersey
$701K -$2.55K -61 -0.4%
CAC
120
Certified Advisory Corp
Florida
$677K -$1.38M -32,965 -67%
CW
121
CreativeOne Wealth
Kansas
$675K -$4.09K -98 -0.6%
CPCM
122
Cardinal Point Capital Management
Ontario, Canada
$673K
DFA
123
DHJJ Financial Advisors
Illinois
$638K -$57.1K -1,367 -8%
William Blair & Company
124
William Blair & Company
Illinois
$637K
SI
125
Stephens Inc
Arkansas
$635K