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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$228K -$19.1K -587 -8%
BCI
127
Brinker Capital Investments
Pennsylvania
$224K +$220K +6,755 New
OPS
128
Orion Portfolio Solutions
Nebraska
$224K +$220K +6,755 New
TC
129
TownSquare Capital
Utah
$218K +$214K +6,556 New
SWP
130
Summit Wealth Partners
Florida
$214K +$210K +6,449 New
CIA
131
Cape Investment Advisory
Georgia
$213K +$208K +6,400 New
SPIA
132
Steward Partners Investment Advisory
New York
$212K +$192K +5,896 +1,226%
Betterment LLC
133
Betterment LLC
New York
$205K +$201K +6,160 New
GTAM
134
Global Trust Asset Management
Florida
$199K +$195K +6,000 New
Morgan Stanley
135
Morgan Stanley
New York
$174K +$11.2K +343 +7%
EWM
136
Evermay Wealth Management
Virginia
$163K +$160K +4,900 New
PFM
137
Phillips Financial Management
Indiana
$138K
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$131K +$128K +3,940 New
UBS Group
139
UBS Group
Switzerland
$119K +$116K +3,572 New
PP
140
PFS Partners
New Jersey
$106K +$104K +3,190 New
EWA
141
EverSource Wealth Advisors
Alabama
$87.3K +$85.6K +2,628 New
HIA
142
Harbor Investment Advisory
Maryland
$70.6K -$98.7K -3,031 -59%
TWP
143
TFO Wealth Partners
Ohio
$68.7K -$3.84K -118 -5%
CAL
144
Capital Analysts LLC
Pennsylvania
$49K +$45K +1,382 +1,440%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$21.4K +$4.89M +150,222 +30%
JGCM
146
Joseph Group Capital Management
Ohio
$18.1K
JFG
147
JDM Financial Group
Texas
$15.3K +$15K +461 New
Wells Fargo
148
Wells Fargo
California
$6.48K +$2.51K +77 +65%
ST
149
Sageworth Trust
Pennsylvania
$5.25K +$5.14K +158 New
JP Morgan Chase
150
JP Morgan Chase
New York
$2.09K