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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$623K
SI
127
Stephens Inc
Arkansas
$621K
BAM
128
Belpointe Asset Management
Nevada
$620K -$11.4K -281 -2%
GSIS
129
Global Strategic Investment Solutions
Arizona
$618K -$179K -4,406 -23%
PI
130
Parkside Investments
Illinois
$607K
CB
131
Chris Bulman
California
$596K +$127K +3,126 +28%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$583K
Jane Street
133
Jane Street
New York
$559K -$1.11M -27,264 -67%
CWS
134
Cypress Wealth Services
California
$555K -$64.5K -1,587 -11%
Citadel Advisors
135
Citadel Advisors
Florida
$552K -$370K -9,112 -41%
AWM
136
Atticus Wealth Management
Florida
$552K
AAP
137
Arax Advisory Partners
Colorado
$551K -$3K -74 -0.6%
AAS
138
Ameritas Advisory Services
Nebraska
$538K -$2.51M -61,712 -83%
PWMG
139
Pinnacle Wealth Management Group
Michigan
$532K -$175K -4,300 -25%
SPIA
140
Steward Partners Investment Advisory
New York
$514K +$22.7K +558 +5%
DIM
141
Delta Investment Management
California
$510K -$41 -1 -0%
BRWA
142
B. Riley Wealth Advisors
Florida
$502K -$12.8K -315 -3%
NRC
143
New Republic Capital
North Carolina
$494K
KCM
144
Kathmere Capital Management
Pennsylvania
$492K -$1.1K -27 -0.2%
CA
145
Cambridge Advisors
Nebraska
$489K -$50.8K -1,250 -10%
CCG
146
Catalina Capital Group
California
$488K
NFG
147
Nations Financial Group
Iowa
$487K +$43.7K +1,075 +10%
CCAL
148
City Center Advisors LLC
Michigan
$470K -$12.3K -302 -3%
PSCM
149
Per Stirling Capital Management
Texas
$453K +$24.9K +613 +6%
FFS
150
Founders Financial Securities
Maryland
$444K +$436K +10,741 New