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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
Faithward Advisors
Pennsylvania
$181K +$170K +4,750 New
CPA
152
Clear Point Advisors
New York
$141K +$136K +3,784 New
PP
153
PFS Partners
New Jersey
$107K
EWA
154
EverSource Wealth Advisors
Alabama
$97.9K
PS
155
Principal Securities
Iowa
$91.8K +$88.4K +2,464 New
TWP
156
TFO Wealth Partners
Ohio
$77.1K
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$74.5K +$71.7K +2,000 New
UBS Group
158
UBS Group
Switzerland
$58.6K +$6.74K +188 +14%
CAL
159
Capital Analysts LLC
Pennsylvania
$55K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$40K
JFG
161
JDM Financial Group
Texas
$17.9K
VL
162
Vima LLC
Michigan
$16.2K +$15.6K +436 New
CP
163
Castleview Partners
Texas
$14.9K +$14.4K +401 New
William Blair & Company
164
William Blair & Company
Illinois
$13.9K
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$11.2K +$10.8K +300 New
AF
166
Allworth Financial
California
$8.71K
CT
167
Caldwell Trust
Florida
$5.88K +$5.67K +158 New
RIL
168
Rothschild Investment LLC
Illinois
$596 +$574 +16 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$112 +$108 +3 New
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$1.1M -31,663 Closed
Goldman Sachs
171
Goldman Sachs
New York
-$860K -24,724 Closed
AAM
172
American Asset Management
Florida
-$720K -20,680 Closed
NFG
173
Nations Financial Group
Iowa
-$635K -18,237 Closed
JP Morgan Chase
174
JP Morgan Chase
New York
-$621K -17,854 Closed
AFP
175
Ausdal Financial Partners
Iowa
-$570K -16,371 Closed