We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$561K +$547K +14,343 New
MSFS
152
Main Street Financial Solutions
Pennsylvania
$551K
NFG
153
Nations Financial Group
Iowa
$547K +$533K +13,975 New
MW
154
MBL Wealth
North Carolina
$539K +$526K +13,771 New
CFD
155
Creative Financial Designs
Indiana
$537K +$524K +13,739 New
AAP
156
Arax Advisory Partners
Colorado
$525K -$4.81K -126 -0.9%
AWM
157
Atticus Wealth Management
Florida
$522K
CA
158
Cambridge Advisors
Nebraska
$511K
W
159
WPWealth
Texas
$490K
PWA
160
Pillar Wealth Advisors
Pennsylvania
$476K +$32.8K +860 +8%
FFG
161
Frisch Financial Group
New York
$474K +$462K +12,107 New
CCG
162
Catalina Capital Group
California
$472K
NRC
163
New Republic Capital
North Carolina
$468K
CCAL
164
City Center Advisors LLC
Michigan
$457K +$446K +11,674 New
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$433K +$382K +10,002 +924%
AGA
166
Accuvest Global Advisors
Utah
$417K +$407K +10,657 New
Cerity Partners
167
Cerity Partners
New York
$400K
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$384K +$28.3K +741 +8%
JWCA
169
J.W. Cole Advisors
Florida
$384K +$375K +9,815 New
BIM
170
Bullseye Investment Management
Ohio
$366K +$358K +9,370 New
PSCM
171
Per Stirling Capital Management
Texas
$364K
EPW
172
Evergreen Private Wealth
Colorado
$355K -$7M -183,313 -95%
BFA
173
Beacon Financial Advisory
Ohio
$353K +$344K +9,017 New
APP
174
Avantax Planning Partners
Iowa
$347K +$339K +8,880 New
PIAS
175
PCA Investment Advisory Services
Ohio
$340K +$332K +8,690 New