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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$627K +$11.7K +281 +2%
GSIS
127
Global Strategic Investment Solutions
Arizona
$623K -$9.57K -229 -2%
PWMG
128
Pinnacle Wealth Management Group
Michigan
$620K +$75.2K +1,800 +14%
SPC
129
Sigma Planning Corp
Michigan
$613K -$599K -14,336 -50%
CB
130
Chris Bulman
California
$611K +$1.04K +25 +0.2%
FFS
131
Founders Financial Securities
Maryland
$600K +$145K +3,463 +32%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$596K
AAP
133
Arax Advisory Partners
Colorado
$591K +$27.5K +659 +5%
SWA
134
Stratos Wealth Advisors
Ohio
$590K -$384K -9,181 -40%
TWP
135
Triad Wealth Partners
Kansas
$577K +$571K +13,668 New
AWM
136
Atticus Wealth Management
Florida
$564K
SFG
137
Sovereign Financial Group
Connecticut
$548K -$127K -3,033 -19%
PI
138
Parkside Investments
Illinois
$547K -$73.1K -1,750 -12%
HI
139
Horizon Investments
North Carolina
$544K +$132K +3,151 +32%
SPIA
140
Steward Partners Investment Advisory
New York
$525K
BRWA
141
B. Riley Wealth Advisors
Florida
$515K
DIM
142
Delta Investment Management
California
$512K -$8.86K -212 -2%
NRC
143
New Republic Capital
North Carolina
$505K
KCM
144
Kathmere Capital Management
Pennsylvania
$503K +$125 +3 +0%
AAS
145
Ameritas Advisory Services
Nebraska
$492K -$57.6K -1,380 -11%
CCAL
146
City Center Advisors LLC
Michigan
$483K +$2.76K +66 +0.6%
PSCM
147
Per Stirling Capital Management
Texas
$464K
CCG
148
Catalina Capital Group
California
$447K -$52.2K -1,250 -11%
BFA
149
Beacon Financial Advisory
Ohio
$433K +$63.5K +1,520 +17%
MPCL
150
My Personal CFO LLC
Washington
$433K -$1.04K -25 -0.2%