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Innovator US Equity Power Buffer ETF January

223 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 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
176
Insigneo Advisory Services
Florida
$266K -$251 -6 -0.1%
AWA
177
Arete Wealth Advisors
Illinois
$264K
GSIAS
178
Garden State Investment Advisory Services
New Jersey
$264K +$261K +6,247 New
Morgan Stanley
179
Morgan Stanley
New York
$258K -$38.5K -921 -13%
CWG
180
Cornerstone Wealth Group
North Carolina
$258K
ATPW
181
Ashton Thomas Private Wealth
Arizona
$257K +$23K +550 +10%
RCA
182
Runnymede Capital Advisors
Ohio
$255K +$252K +6,038 New
CIA
183
Compass Ion Advisors
Pennsylvania
$251K
AFGAS
184
Allegiance Financial Group Advisory Services
Virginia
$250K +$247K +5,915 New
RCM
185
Riggs Capital Management
Utah
$243K +$240K +5,749 New
MWP
186
Madison Wealth Partners
Wisconsin
$241K
B
187
Bailard
California
$239K
GS
188
GWN Securities
Florida
$234K +$231K +5,531 New
BBHC
189
Brown Brothers Harriman & Co
New York
$233K
TSW
190
Three Seasons Wealth
Utah
$228K
OLVIG
191
Oliver Lagore Vanvalin Investment Group
Michigan
$228K +$5.64K +135 +3%
CCM
192
Coldstream Capital Management
Washington
$225K
KWM
193
Kingsview Wealth Management
Oregon
$224K -$52.3K -1,251 -19%
IIA
194
Integral Investment Advisors
California
$215K
FFA
195
Fragasso Financial Advisors
Pennsylvania
$212K
JCM
196
Jacobi Capital Management
Pennsylvania
$211K
Betterment LLC
197
Betterment LLC
New York
$207K +$205K +4,898 New
IWM
198
IHT Wealth Management
Illinois
$201K +$199K +4,756 New
EWA
199
EverSource Wealth Advisors
Alabama
$194K
EPW
200
Evergreen Private Wealth
Colorado
$150K