We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M 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, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
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
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Soltis Investment Advisors
Utah
$788K -$18.4K -467 -2%
GSIS
127
Global Strategic Investment Solutions
Arizona
$779K -$154K -3,902 -17%
RIS
128
Retirement Income Solutions
Michigan
$766K
FIA
129
Foundations Investment Advisors
Arizona
$746K +$35.5K +902 +5%
PF
130
Parker Financial
Washington
$722K -$63.8K -1,622 -8%
MPCL
131
My Personal CFO LLC
Washington
$707K -$13K -330 -2%
PWMG
132
Pinnacle Wealth Management Group
Michigan
$691K
SFP
133
Sterling Financial Planning
New Jersey
$670K
DFA
134
DHJJ Financial Advisors
Illinois
$662K -$4.92K -125 -0.8%
CPCM
135
Cardinal Point Capital Management
Ontario, Canada
$641K
SWP
136
Summit Wealth Partners
Florida
$639K -$104K -2,655 -14%
GS
137
GTS Securities
New York
$619K +$381K +9,696 +171%
BAM
138
Belpointe Asset Management
Nevada
$615K -$408K -10,367 -40%
William Blair & Company
139
William Blair & Company
Illinois
$606K
SI
140
Stephens Inc
Arkansas
$605K
CWS
141
Cypress Wealth Services
California
$604K
Wolverine Trading
142
Wolverine Trading
Illinois
$596K +$583K +14,822 New
PI
143
Parkside Investments
Illinois
$591K
SCA
144
Snowden Capital Advisors
New York
$577K
MSFS
145
Main Street Financial Solutions
Pennsylvania
$567K
CW
146
CreativeOne Wealth
Kansas
$542K -$160K -4,068 -23%
AAP
147
Arax Advisory Partners
Colorado
$540K
AWM
148
Atticus Wealth Management
Florida
$537K
CA
149
Cambridge Advisors
Nebraska
$526K
W
150
WPWealth
Texas
$504K