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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$831K +$717K +18,795 +763%
SW
127
Schulz Wealth
Texas
$827K -$228K -5,985 -22%
WCG
128
Weaver Consulting Group
California
$823K +$475K +12,457 +145%
VBFP
129
Valtinson Bruner Financial Planning
Minnesota
$819K
SS
130
Sunbelt Securities
Texas
$805K -$125K -3,273 -14%
SAF
131
Smith Anglin Financial
Texas
$787K
SIA
132
Soltis Investment Advisors
Utah
$785K -$196K -5,138 -20%
PF
133
Parker Financial
Washington
$765K +$747K +19,571 New
RIS
134
Retirement Income Solutions
Michigan
$745K -$206K -5,410 -22%
FCM
135
Firestone Capital Management
Florida
$737K +$267K +6,987 +59%
SWP
136
Summit Wealth Partners
Florida
$725K +$348K +9,126 +97%
SPIA
137
Steward Partners Investment Advisory
New York
$706K +$446K +11,674 +183%
MPCL
138
My Personal CFO LLC
Washington
$700K -$21.9K -575 -3%
FIA
139
Foundations Investment Advisors
Arizona
$690K +$384K +10,062 +133%
CW
140
CreativeOne Wealth
Kansas
$686K +$116K +3,044 +21%
PWMG
141
Pinnacle Wealth Management Group
Michigan
$672K +$15.3K +400 +2%
SFP
142
Sterling Financial Planning
New Jersey
$652K -$1.83K -48 -0.3%
DFA
143
DHJJ Financial Advisors
Illinois
$649K +$23.2K +607 +4%
DIM
144
Delta Investment Management
California
$631K +$113K +2,968 +23%
CPCM
145
Cardinal Point Capital Management
Ontario, Canada
$623K
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$600K +$585K +15,334 New
William Blair & Company
147
William Blair & Company
Illinois
$589K +$561K +14,696 +3,951%
SI
148
Stephens Inc
Arkansas
$588K +$574K +15,030 New
CWS
149
Cypress Wealth Services
California
$587K
PI
150
Parkside Investments
Illinois
$575K -$12.4K -325 -2%