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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$368K +$354K +9,871 New
SC
127
Savant Capital
Illinois
$360K -$39.2K -1,094 -10%
SWP
128
Summit Wealth Partners
Florida
$350K +$337K +9,410 New
PSCM
129
Per Stirling Capital Management
Texas
$347K +$334K +9,311 New
SPC
130
Sigma Planning Corp
Michigan
$341K -$835K -23,279 -72%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$338K
RA
132
RFG Advisory
Alabama
$335K -$7.57K -211 -2%
WCG
133
Weaver Consulting Group
California
$320K +$41.5K +1,158 +16%
AWS
134
Atria Wealth Solutions
New York
$318K +$306K +8,539 New
Betterment LLC
135
Betterment LLC
New York
$297K +$36.3K +1,012 +15%
RFG
136
Range Financial Group
Oregon
$294K +$283K +7,894 New
FIA
137
Foundations Investment Advisors
Arizona
$288K +$272K +7,590 New
SWM
138
Spire Wealth Management
Virginia
$282K +$36 +1 +0%
BCI
139
Brinker Capital Investments
Pennsylvania
$273K +$263K +7,340 New
OPS
140
Orion Portfolio Solutions
Nebraska
$273K +$263K +7,340 New
AIC
141
Archer Investment Corporation
Indiana
$261K
CIA
142
Cape Investment Advisory
Georgia
$238K
SPIA
143
Steward Partners Investment Advisory
New York
$237K
AWA
144
Arete Wealth Advisors
Illinois
$232K +$224K +6,242 New
KWM
145
Kingsview Wealth Management
Oregon
$230K -$57.2K -1,596 -21%
GTAM
146
Global Trust Asset Management
Florida
$223K
CFP
147
Cypress Financial Planning
New Jersey
$222K -$38.4K -1,071 -15%
MAM
148
Milestone Asset Management
Pennsylvania
$217K +$209K +5,814 New
B
149
Bailard
California
$210K +$203K +5,650 New
ATPW
150
Ashton Thomas Private Wealth
Arizona
$206K +$198K +5,524 New