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Innovator US Equity Power Buffer ETF January

219 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 31 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
31
Increased
49
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
176
Morgan Stanley
New York
$258K -$38.9K -921 -13%
CWG
177
Cornerstone Wealth Group
North Carolina
$258K
ATPW
178
Ashton Thomas Private Wealth
Arizona
$257K +$23.2K +550 +10%
RCA
179
Runnymede Capital Advisors
Ohio
$255K +$255K +6,038 New
CIA
180
Compass Ion Advisors
Pennsylvania
$251K
AFGAS
181
Allegiance Financial Group Advisory Services
Virginia
$250K +$250K +5,915 New
RCM
182
Riggs Capital Management
Utah
$243K +$243K +5,749 New
MWP
183
Madison Wealth Partners
Wisconsin
$241K
B
184
Bailard
California
$239K
GS
185
GWN Securities
Florida
$234K +$234K +5,531 New
BBHC
186
Brown Brothers Harriman & Co
New York
$233K
TSW
187
Three Seasons Wealth
Utah
$228K
OLVIG
188
Oliver Lagore Vanvalin Investment Group
Michigan
$228K +$5.7K +135 +3%
CCM
189
Coldstream Capital Management
Washington
$225K
KWM
190
Kingsview Wealth Management
Oregon
$224K -$52.9K -1,251 -19%
IIA
191
Integral Investment Advisors
California
$215K
FFA
192
Fragasso Financial Advisors
Pennsylvania
$212K
JCM
193
Jacobi Capital Management
Pennsylvania
$211K
Betterment LLC
194
Betterment LLC
New York
$207K +$207K +4,898 New
IWM
195
IHT Wealth Management
Illinois
$201K +$201K +4,756 New
EWA
196
EverSource Wealth Advisors
Alabama
$194K
EPW
197
Evergreen Private Wealth
Colorado
$150K
PP
198
PFS Partners
New Jersey
$121K
CFGS
199
Concourse Financial Group Securities
Alabama
$107K +$16.9K +394 +19%
KIM
200
Kestra Investment Management
Texas
$88.7K +$88.7K +2,100 New