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Innovator US Equity Power Buffer ETF January

217 hedge funds and large institutions have $807M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
96
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
126
Retirement Income Solutions
Michigan
$766K
FIA
127
Foundations Investment Advisors
Arizona
$746K +$36.3K +902 +5%
PF
128
Parker Financial
Washington
$722K -$65.3K -1,622 -8%
MPCL
129
My Personal CFO LLC
Washington
$707K -$13.3K -330 -2%
PWMG
130
Pinnacle Wealth Management Group
Michigan
$691K
SFP
131
Sterling Financial Planning
New Jersey
$670K
DFA
132
DHJJ Financial Advisors
Illinois
$662K -$5.03K -125 -0.8%
CPCM
133
Cardinal Point Capital Management
Ontario, Canada
$641K
SWP
134
Summit Wealth Partners
Florida
$639K -$107K -2,655 -14%
GS
135
GTS Securities
New York
$619K +$390K +9,696 +171%
BAM
136
Belpointe Asset Management
Nevada
$615K -$417K -10,367 -40%
William Blair & Company
137
William Blair & Company
Illinois
$606K
SI
138
Stephens Inc
Arkansas
$605K
CWS
139
Cypress Wealth Services
California
$604K
Wolverine Trading
140
Wolverine Trading
Illinois
$596K +$596K +14,822 New
PI
141
Parkside Investments
Illinois
$591K
SCA
142
Snowden Capital Advisors
New York
$577K
MSFS
143
Main Street Financial Solutions
Pennsylvania
$567K
CW
144
CreativeOne Wealth
Kansas
$542K -$164K -4,068 -23%
AAP
145
Arax Advisory Partners
Colorado
$540K
AWM
146
Atticus Wealth Management
Florida
$537K
CA
147
Cambridge Advisors
Nebraska
$526K
W
148
WPWealth
Texas
$504K
BRWA
149
B. Riley Wealth Advisors
Florida
$503K +$503K +12,498 New
CFD
150
Creative Financial Designs
Indiana
$502K -$50.6K -1,258 -9%