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Innovator US Equity Power Buffer ETF January

254 hedge funds and large institutions have $1.01B invested in Innovator US Equity Power Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

14% more capital invested

Capital invested by funds: $891M → $1.01B (+$121M)

13.3% more ownership

Funds ownership: 72.25%85.55% (+13%)

7% more funds holding

Funds holding: 238254 (+16)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
41
Increased
63
Reduced
93
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.5M
CA
102
Continuum Advisory
Idaho
$1.5M
CRWM
103
Castle Rock Wealth Management
California
$1.5M -$11K -237 -0.7%
CWRP
104
Cassady Wealth & Retirement Planning
Nevada
$1.49M +$1.46M +31,660 New
GIA
105
Gladstone Institutional Advisory
Florida
$1.44M +$11.6K +250 +0.8%
KWM
106
KFG Wealth Management
Indiana
$1.39M -$774K -16,726 -36%
FCCM
107
First City Capital Management
Georgia
$1.36M +$82.8K +1,790 +7%
AQR Capital Management
108
AQR Capital Management
Connecticut
$1.32M
JRPIM
109
Journey Retirement Planning & Investment Management
Idaho
$1.27M +$1.25M +27,112 New
LWA
110
Lineweaver Wealth Advisors
Ohio
$1.26M
SCM
111
SCS Capital Management
Massachusetts
$1.2M
WCG
112
Weaver Consulting Group
California
$1.18M -$5K -108 -0.4%
LWM
113
Lakeridge Wealth Management
Ohio
$1.16M +$32.4K +700 +3%
PWM
114
PTM Wealth Management
United States
$1.15M -$5.88K -127 -0.5%
VA
115
Valmark Advisers
Ohio
$1.07M
CNWM
116
Clay Northam Wealth Management
California
$1.06M -$36.1K -781 -3%
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$1.03M
MFN
118
Midwest Financial Network
Illinois
$1.03M -$56.1K -1,212 -5%
BWM
119
Bernard Wealth Management
Michigan
$1.02M -$27.7K -598 -3%
RIS
120
Retirement Income Solutions
Michigan
$1.01M -$3.98K -86 -0.4%
TWM
121
Tradition Wealth Management
Minnesota
$983K
SOS
122
Silver Oak Securities
Tennessee
$964K -$35.8K -773 -4%
BFC
123
Bedel Financial Consulting
Indiana
$962K
VBFP
124
Valtinson Bruner Financial Planning
Minnesota
$960K +$13.6K +295 +1%
FFN
125
Focus Financial Network
Minnesota
$916K -$117K -2,527 -11%