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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
31
Increased
49
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
151
Diversify Wealth Management
Utah
$390K -$21.8K -518 -5%
CFD
152
Creative Financial Designs
Indiana
$388K
AIA
153
AssuredPartners Investment Advisors
Florida
$387K +$387K +9,153 New
WP
154
WealthPLAN Partners
Nebraska
$386K -$260K -6,160 -40%
OWA
155
Outlook Wealth Advisors
Texas
$380K -$14K -332 -4%
PIAS
156
PCA Investment Advisory Services
Ohio
$367K
SCA
157
Snowden Capital Advisors
New York
$359K
FFG
158
Fiduciary Financial Group
California
$354K
MW
159
MBL Wealth
North Carolina
$351K -$38K -900 -10%
MW
160
Maia Wealth
Colorado
$351K +$112K +2,630 +47%
BMM
161
Berkshire Money Management
Massachusetts
$347K +$347K +8,204 New
APP
162
Avantax Planning Partners
Iowa
$347K -$2.37K -56 -0.7%
WTFG
163
Wood Tarver Financial Group
Idaho
$335K +$335K +7,937 New
BFG
164
Berger Financial Group
Minnesota
$335K
KFGG
165
Keystone Financial Group (Georgia)
Georgia
$333K +$333K +7,878 New
SC
166
Savant Capital
Illinois
$326K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$317K +$232K +5,500 +276%
SWP
168
Sagespring Wealth Partners
Tennessee
$315K +$315K +7,459 New
SWM
169
Spire Wealth Management
Virginia
$306K -$5.03K -119 -2%
AIC
170
Archer Investment Corporation
Indiana
$296K
CFP
171
Cypress Financial Planning
New Jersey
$275K -$52.6K -1,246 -16%
CIA
172
Cape Investment Advisory
Georgia
$270K
IAS
173
Insigneo Advisory Services
Florida
$266K -$254 -6 -0.1%
AWA
174
Arete Wealth Advisors
Illinois
$264K
GSIAS
175
Garden State Investment Advisory Services
New Jersey
$264K +$264K +6,247 New