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Innovator US Equity Power Buffer ETF January

242 hedge funds and large institutions have $897M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

9% more funds holding

Funds holding: 223242 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.11% less ownership

Funds ownership: 75.79%74.68% (-1.1%)

49% less capital invested

Capital invested by funds: $1.76B → $897M (-$867M)

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAS
101
RPS Advisory Solutions
Kentucky
$1.13M +$1.15M +27,237 New
PWM
102
PTM Wealth Management
United States
$1.11M +$1.22M +28,708 New
SCM
103
SCS Capital Management
Massachusetts
$1.08M +$1.1M +26,044 New
AAS
104
Avantax Advisory Services
Texas
$1.08M +$91.1K +2,149 +9%
PF
105
Phoenix Financial
Israel
$1.07M +$1.09M +25,790 New
CWG
106
Crown Wealth Group
North Carolina
$1.07M -$24.6K -580 -2%
YWS
107
Yarger Wealth Strategies
Ohio
$1.05M -$10.2K -240 -0.9%
SOS
108
Silver Oak Securities
Tennessee
$1.04M +$1.07M +25,151 New
BWM
109
BCS Wealth Management
Tennessee
$1.03M +$20.7K +488 +2%
CB
110
Chris Bulman
California
$1.03M +$439K +10,355 +72%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$1.02M
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.01M +$1.03M +24,346 New
LWM
113
Lakeridge Wealth Management
Ohio
$991K -$42.1K -992 -4%
CNWM
114
Clay Northam Wealth Management
California
$986K
FFN
115
Focus Financial Network
Minnesota
$980K -$6.78K -160 -0.7%
MFN
116
Midwest Financial Network
Illinois
$974K -$39.7K -937 -4%
BWM
117
Bernard Wealth Management
Michigan
$972K -$23.9K -564 -2%
FCM
118
Firestone Capital Management
Florida
$972K -$20.2K -476 -2%
VA
119
Valmark Advisers
Ohio
$943K +$26.7K +631 +3%
GIA
120
Gladstone Institutional Advisory
Florida
$943K -$2.53M -59,779 -72%
SFA
121
Sequoia Financial Advisors
Ohio
$930K +$951K +22,427 New
HI
122
Horizon Investments
North Carolina
$917K +$392K +9,247 +72%
WCG
123
Weaver Consulting Group
California
$903K +$73K +1,721 +9%
RIS
124
Retirement Income Solutions
Michigan
$887K +$100K +2,361 +12%
SW
125
Schulz Wealth
Texas
$876K