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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$257K
CWG
177
Cornerstone Wealth Group
North Carolina
$253K
GTAM
178
Global Trust Asset Management
Florida
$248K
CIA
179
Compass Ion Advisors
Pennsylvania
$245K +$241K +5,931 New
LEFP
180
Leading Edge Financial Planning
Tennessee
$236K +$122 +3 +0.1%
MWP
181
Madison Wealth Partners
Wisconsin
$236K -$8.12K -200 -3%
B
182
Bailard
California
$233K
MW
183
Maia Wealth
Colorado
$232K -$27.8K -684 -11%
ATPW
184
Ashton Thomas Private Wealth
Arizona
$228K
BBHC
185
Brown Brothers Harriman & Co
New York
$227K
TSW
186
Three Seasons Wealth
Utah
$223K
CCM
187
Coldstream Capital Management
Washington
$220K +$217K +5,331 New
OLVIG
188
Oliver Lagore Vanvalin Investment Group
Michigan
$217K -$19K -467 -8%
IIA
189
Integral Investment Advisors
California
$210K
FFA
190
Fragasso Financial Advisors
Pennsylvania
$208K
JCM
191
Jacobi Capital Management
Pennsylvania
$207K +$203K +5,004 New
AFP
192
Ausdal Financial Partners
Iowa
$202K +$199K +4,900 New
EWA
193
EverSource Wealth Advisors
Alabama
$190K
CPA
194
Clear Point Advisors
New York
$156K
EPW
195
Evergreen Private Wealth
Colorado
$147K
CAL
196
Capital Analysts LLC
Pennsylvania
$141K
PP
197
PFS Partners
New Jersey
$119K
Bank of America
198
Bank of America
North Carolina
$102K +$100K +2,474 New
CFGS
199
Concourse Financial Group Securities
Alabama
$86.2K +$27.9K +687 +49%
WWMSC
200
Wagner Wealth Management (South Carolina)
South Carolina
$82.6K