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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
BMM
176
Berkshire Money Management
Massachusetts
$321K +$313K +8,204 New
CFP
177
Cypress Financial Planning
New Jersey
$318K +$80.5K +2,108 +35%
BFG
178
Berger Financial Group
Minnesota
$310K +$302K +7,924 New
SC
179
Savant Capital
Illinois
$302K -$75K -1,965 -20%
SWM
180
Spire Wealth Management
Virginia
$293K
ACM
181
Advance Capital Management
Michigan
$283K +$276K +7,239 New
KWM
182
Kingsview Wealth Management
Oregon
$279K +$36.4K +953 +15%
Morgan Stanley
183
Morgan Stanley
New York
$275K -$295K -7,721 -52%
AIC
184
Archer Investment Corporation
Indiana
$274K
Goldman Sachs
185
Goldman Sachs
New York
$273K +$267K +6,992 New
CWG
186
Cornerstone Wealth Group
North Carolina
$251K +$245K +6,413 New
CIA
187
Cape Investment Advisory
Georgia
$250K
PCA
188
Prosperity Capital Advisors
Ohio
$242K +$236K +6,189 New
EWA
189
EverSource Wealth Advisors
Alabama
$239K +$136K +3,557 +135%
GTAM
190
Global Trust Asset Management
Florida
$235K
MWP
191
Madison Wealth Partners
Wisconsin
$231K +$226K +5,915 New
LEFP
192
Leading Edge Financial Planning
Tennessee
$224K +$218K +5,716 New
GS
193
GTS Securities
New York
$222K +$217K +5,685 New
B
194
Bailard
California
$221K
ATPW
195
Ashton Thomas Private Wealth
Arizona
$216K
CCM
196
Coldstream Capital Management
Washington
$215K -$167K -4,364 -44%
BBHC
197
Brown Brothers Harriman & Co
New York
$215K +$210K +5,505 New
TSW
198
Three Seasons Wealth
Utah
$210K +$206K +5,398 New
PFG
199
Prosperity Financial Group
California
$210K +$205K +5,367 New
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$164K +$160K +4,184 New