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Innovator US Equity Power Buffer ETF January

217 hedge funds and large institutions have $807M 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, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.16%
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
96
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
176
Advance Capital Management
Michigan
$291K
Morgan Stanley
177
Morgan Stanley
New York
$283K
AIC
178
Archer Investment Corporation
Indiana
$282K
KWM
179
Kingsview Wealth Management
Oregon
$270K -$16.9K -421 -6%
CIA
180
Cape Investment Advisory
Georgia
$257K
MW
181
Maia Wealth
Colorado
$255K +$255K +6,267 New
FA
182
Fountainhead AM
New Jersey
$252K +$252K +6,256 New
AWA
183
Arete Wealth Advisors
Illinois
$251K +$251K +6,242 New
CWG
184
Cornerstone Wealth Group
North Carolina
$246K -$12.1K -300 -5%
GTAM
185
Global Trust Asset Management
Florida
$241K
MWP
186
Madison Wealth Partners
Wisconsin
$238K
OLVIG
187
Oliver Lagore Vanvalin Investment Group
Michigan
$230K +$61.7K +1,534 +37%
LEFP
188
Leading Edge Financial Planning
Tennessee
$230K
B
189
Bailard
California
$227K
ATPW
190
Ashton Thomas Private Wealth
Arizona
$222K
BBHC
191
Brown Brothers Harriman & Co
New York
$221K
GIA
192
Gladstone Institutional Advisory
Florida
$220K +$220K +5,471 New
TSW
193
Three Seasons Wealth
Utah
$217K
IIA
194
Integral Investment Advisors
California
$204K +$204K +5,080 New
FFA
195
Fragasso Financial Advisors
Pennsylvania
$202K +$202K +5,022 New
EWA
196
EverSource Wealth Advisors
Alabama
$186K -$64.6K -1,596 -26%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$185K -$261K -6,486 -59%
HI
198
Horizon Investments
North Carolina
$155K +$118K +2,924 +316%
CPA
199
Clear Point Advisors
New York
$152K
EPW
200
Evergreen Private Wealth
Colorado
$143K -$223K -5,534 -61%