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Innovator US Equity Power Buffer ETF January

242 hedge funds and large institutions have $897M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

9% more funds holding

Funds holding: 223242 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.11% less ownership

Funds ownership: 75.79%74.68% (-1.1%)

49% less capital invested

Capital invested by funds: $1.76B → $897M (-$867M)

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
176
Avantax Planning Partners
Iowa
$340K
FFG
177
Fiduciary Financial Group
California
$337K
MW
178
Maia Wealth
Colorado
$337K +$4.83K +114 +1%
SB
179
Strategic Blueprint
Georgia
$331K -$1.8M -42,436 -84%
CPCM
180
Cardinal Point Capital Management
Ontario, Canada
$330K -$338K -7,980 -50%
BFG
181
Berger Financial Group
Minnesota
$329K
CWG
182
Cornerstone Wealth Group
North Carolina
$327K +$74.9K +1,766 +29%
NFG
183
Nations Financial Group
Iowa
$325K +$332K +7,834 New
BAM
184
Belpointe Asset Management
Nevada
$322K -$319K -7,532 -49%
CIA
185
Cape Investment Advisory
Georgia
$313K +$48.8K +1,150 +18%
JWCA
186
J.W. Cole Advisors
Florida
$303K +$309K +7,299 New
SWP
187
Sagespring Wealth Partners
Tennessee
$291K -$18.5K -437 -6%
AIC
188
Archer Investment Corporation
Indiana
$290K
Q1WB
189
Quest 10 Wealth Builders
Virginia
$288K -$108K -2,536 -27%
MW
190
MBL Wealth
North Carolina
$280K -$65.8K -1,551 -19%
AWA
191
Arete Wealth Advisors
Illinois
$274K +$15K +354 +6%
CCM
192
Coldstream Capital Management
Washington
$264K +$44K +1,038 +19%
IAS
193
Insigneo Advisory Services
Florida
$261K -$212 -5 -0.1%
VCM
194
Virtue Capital Management
Tennessee
$259K +$264K +6,231 New
Morgan Stanley
195
Morgan Stanley
New York
$254K
SPWM
196
Straight Path Wealth Management
Michigan
$252K +$258K +6,081 New
SFG
197
Sovereign Financial Group
Connecticut
$249K -$295K -6,969 -54%
UBS Group
198
UBS Group
Switzerland
$246K +$251K +5,932 New
CIA
199
Compass Ion Advisors
Pennsylvania
$246K
KWM
200
Kingsview Wealth Management
Oregon
$243K +$23.3K +550 +10%