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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$503K +$492K +12,498 New
CFD
152
Creative Financial Designs
Indiana
$502K -$49.5K -1,258 -9%
DIM
153
Delta Investment Management
California
$496K -$149K -3,781 -23%
NRC
154
New Republic Capital
North Carolina
$481K
KCM
155
Kathmere Capital Management
Pennsylvania
$480K -$536K -13,620 -53%
SPIA
156
Steward Partners Investment Advisory
New York
$478K -$243K -6,179 -34%
FFG
157
Frisch Financial Group
New York
$476K -$10.6K -269 -2%
CCG
158
Catalina Capital Group
California
$476K -$9.91K -252 -2%
BFA
159
Beacon Financial Advisory
Ohio
$463K +$98.4K +2,500 +28%
CCAL
160
City Center Advisors LLC
Michigan
$457K
CB
161
Chris Bulman
California
$455K +$445K +11,303 New
MW
162
MBL Wealth
North Carolina
$437K -$115K -2,915 -21%
NFG
163
Nations Financial Group
Iowa
$431K -$128K -3,265 -23%
PSCM
164
Per Stirling Capital Management
Texas
$417K +$41.3K +1,049 +11%
Cerity Partners
165
Cerity Partners
New York
$412K
MCM
166
Mitchell Capital Management
Kansas
$404K +$395K +10,043 New
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$395K
APP
168
Avantax Planning Partners
Iowa
$389K +$30.7K +780 +9%
PCA
169
Prosperity Capital Advisors
Ohio
$358K +$106K +2,698 +44%
PIAS
170
PCA Investment Advisory Services
Ohio
$350K
FFG
171
Fiduciary Financial Group
California
$343K +$332K +8,432 New
BIM
172
Bullseye Investment Management
Ohio
$342K -$35.8K -910 -10%
CFP
173
Cypress Financial Planning
New Jersey
$325K -$2.05K -52 -0.6%
BFG
174
Berger Financial Group
Minnesota
$319K
SC
175
Savant Capital
Illinois
$310K