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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
151
My Personal CFO LLC
Washington
$424K -$296K -7,294 -42%
DWM
152
Diversify Wealth Management
Utah
$406K +$398K +9,793 New
HI
153
Horizon Investments
North Carolina
$401K +$238K +5,863 +152%
Mariner
154
Mariner
Kansas
$389K -$9.15M -225,312 -96%
OWA
155
Outlook Wealth Advisors
Texas
$386K -$37.5K -923 -9%
MW
156
MBL Wealth
North Carolina
$381K -$66.8K -1,645 -15%
CFD
157
Creative Financial Designs
Indiana
$379K -$134K -3,306 -26%
BFA
158
Beacon Financial Advisory
Ohio
$361K -$113K -2,779 -24%
PIAS
159
PCA Investment Advisory Services
Ohio
$359K
SCA
160
Snowden Capital Advisors
New York
$351K -$237K -5,846 -41%
FFG
161
Fiduciary Financial Group
California
$348K
APP
162
Avantax Planning Partners
Iowa
$341K -$56.9K -1,402 -15%
BFG
163
Berger Financial Group
Minnesota
$327K
CFP
164
Cypress Financial Planning
New Jersey
$321K -$12.4K -306 -4%
FFA
165
Farther Finance Advisors
California
$320K +$315K +7,751 New
SC
166
Savant Capital
Illinois
$319K
SWM
167
Spire Wealth Management
Virginia
$305K
Morgan Stanley
168
Morgan Stanley
New York
$291K
AIC
169
Archer Investment Corporation
Indiana
$289K
ACM
170
Advance Capital Management
Michigan
$288K -$11.2K -275 -4%
TSS
171
Two Sigma Securities
New York
$286K +$281K +6,913 New
KWM
172
Kingsview Wealth Management
Oregon
$271K -$6.78K -167 -2%
W
173
WPWealth
Texas
$270K -$243K -5,991 -48%
CIA
174
Cape Investment Advisory
Georgia
$264K
IAS
175
Insigneo Advisory Services
Florida
$260K +$256K +6,293 New