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Innovator US Equity Power Buffer ETF January

223 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 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Cambridge Advisors
Nebraska
$418K -$80.2K -1,920 -16%
Q1WB
152
Quest 10 Wealth Builders
Virginia
$401K +$396K +9,489 New
Mariner
153
Mariner
Kansas
$398K +$125 +3 +0%
DWM
154
Diversify Wealth Management
Utah
$390K -$21.6K -518 -5%
CFD
155
Creative Financial Designs
Indiana
$388K
AIA
156
AssuredPartners Investment Advisors
Florida
$387K +$382K +9,153 New
WP
157
WealthPLAN Partners
Nebraska
$386K -$257K -6,160 -40%
OWA
158
Outlook Wealth Advisors
Texas
$380K -$13.9K -332 -4%
PIAS
159
PCA Investment Advisory Services
Ohio
$367K
SCA
160
Snowden Capital Advisors
New York
$359K
FFG
161
Fiduciary Financial Group
California
$354K
MW
162
MBL Wealth
North Carolina
$351K -$37.6K -900 -10%
MW
163
Maia Wealth
Colorado
$351K +$110K +2,630 +47%
BMM
164
Berkshire Money Management
Massachusetts
$347K +$343K +8,204 New
APP
165
Avantax Planning Partners
Iowa
$347K -$2.34K -56 -0.7%
WTFG
166
Wood Tarver Financial Group
Idaho
$335K +$332K +7,937 New
BFG
167
Berger Financial Group
Minnesota
$335K
KFGG
168
Keystone Financial Group (Georgia)
Georgia
$333K +$329K +7,878 New
SC
169
Savant Capital
Illinois
$326K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$317K +$230K +5,500 +276%
SWP
171
Sagespring Wealth Partners
Tennessee
$315K +$312K +7,459 New
SWM
172
Spire Wealth Management
Virginia
$306K -$4.97K -119 -2%
AIC
173
Archer Investment Corporation
Indiana
$296K
CFP
174
Cypress Financial Planning
New Jersey
$275K -$52.1K -1,246 -16%
CIA
175
Cape Investment Advisory
Georgia
$270K