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Innovator US Equity Power Buffer ETF January

242 hedge funds and large institutions have $897M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

9% more funds holding

Funds holding: 223242 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.11% less ownership

Funds ownership: 75.79%74.68% (-1.1%)

49% less capital invested

Capital invested by funds: $1.76B → $897M (-$867M)

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
Integrity Alliance
Iowa
$873K +$892K +21,049 New
BFC
127
Bedel Financial Consulting
Indiana
$872K -$22.3K -527 -2%
TWM
128
Tradition Wealth Management
Minnesota
$868K +$108K +2,548 +14%
CW
129
CreativeOne Wealth
Kansas
$853K +$194K +4,574 +29%
AWA
130
Arkadios Wealth Advisors
Georgia
$848K +$866K +20,437 New
VBFP
131
Valtinson Bruner Financial Planning
Minnesota
$847K
SAF
132
Smith Anglin Financial
Texas
$834K
GA
133
Goldstein Advisors
Wisconsin
$813K +$831K +19,597 New
HA
134
Helium Advisors
Washington
$806K
SIA
135
Soltis Investment Advisors
Utah
$750K -$63.6K -1,500 -8%
SWA
136
Stratos Wealth Advisors
Ohio
$732K +$156K +3,691 +26%
KWS
137
Keystone Wealth Services
California
$708K
AAS
138
Ameritas Advisory Services
Nebraska
$704K +$226K +5,331 +46%
SFP
139
Sterling Financial Planning
New Jersey
$677K -$11.7K -277 -2%
DFA
140
DHJJ Financial Advisors
Illinois
$675K +$49.4K +1,166 +8%
AWAG
141
ARS Wealth Advisors Group
Florida
$671K -$476K -11,222 -41%
SI
142
Stephens Inc
Arkansas
$656K +$33.9K +800 +5%
CPIG
143
Chicago Partners Investment Group
Illinois
$648K -$126K -2,979 -16%
GSIS
144
Global Strategic Investment Solutions
Arizona
$611K
PWMG
145
Pinnacle Wealth Management Group
Michigan
$609K
MSFS
146
Main Street Financial Solutions
Pennsylvania
$585K
MFGM
147
Marshall Financial Group (Maryland)
Maryland
$582K +$595K +14,041 New
CAC
148
Certified Advisory Corp
Florida
$576K -$90.4K -2,132 -13%
FA
149
Faithward Advisors
Pennsylvania
$566K +$579K +13,658 New
AWM
150
Atticus Wealth Management
Florida
$554K