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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
PWA
176
Pillar Wealth Advisors
Pennsylvania
$306K -$180K -4,568 -38%
SWM
177
Spire Wealth Management
Virginia
$297K -$5K -127 -2%
ACM
178
Advance Capital Management
Michigan
$291K
Morgan Stanley
179
Morgan Stanley
New York
$283K
AIC
180
Archer Investment Corporation
Indiana
$282K
KWM
181
Kingsview Wealth Management
Oregon
$270K -$16.6K -421 -6%
CIA
182
Cape Investment Advisory
Georgia
$257K
MW
183
Maia Wealth
Colorado
$255K +$247K +6,267 New
FA
184
Fountainhead AM
New Jersey
$252K +$246K +6,256 New
AWA
185
Arete Wealth Advisors
Illinois
$251K +$246K +6,242 New
CWG
186
Cornerstone Wealth Group
North Carolina
$246K -$11.8K -300 -5%
GTAM
187
Global Trust Asset Management
Florida
$241K
MWP
188
Madison Wealth Partners
Wisconsin
$238K
OLVIG
189
Oliver Lagore Vanvalin Investment Group
Michigan
$230K +$60.4K +1,534 +37%
LEFP
190
Leading Edge Financial Planning
Tennessee
$230K
B
191
Bailard
California
$227K
ATPW
192
Ashton Thomas Private Wealth
Arizona
$222K
BBHC
193
Brown Brothers Harriman & Co
New York
$221K
GIA
194
Gladstone Institutional Advisory
Florida
$220K +$215K +5,471 New
TSW
195
Three Seasons Wealth
Utah
$217K
IIA
196
Integral Investment Advisors
California
$204K +$200K +5,080 New
FFA
197
Fragasso Financial Advisors
Pennsylvania
$202K +$198K +5,022 New
EWA
198
EverSource Wealth Advisors
Alabama
$186K -$62.8K -1,596 -26%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$185K -$255K -6,486 -59%
HI
200
Horizon Investments
North Carolina
$155K +$115K +2,924 +316%