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Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Clear Point Advisors
New York
$148K
CAL
202
Capital Analysts LLC
Pennsylvania
$134K +$74K +1,938 +131%
PP
203
PFS Partners
New Jersey
$112K
TWP
204
TFO Wealth Partners
Ohio
$81K
WWMSC
205
Wagner Wealth Management (South Carolina)
South Carolina
$78.2K
MIM
206
Macroview Investment Management
Maryland
$73K +$71.2K +1,866 New
UBS Group
207
UBS Group
Switzerland
$60.2K -$1.3K -34 -2%
CFGS
208
Concourse Financial Group Securities
Alabama
$54.8K +$53.4K +1,400 New
HI
209
Horizon Investments
North Carolina
$36.2K +$35.3K +926 New
AssetMark Inc
210
AssetMark Inc
California
$31.3K +$30.5K +800 New
NP
211
NorthRock Partners
Minnesota
$20.9K +$20.4K +534 New
JFG
212
JDM Financial Group
Texas
$18.8K
CP
213
Castleview Partners
Texas
$15.7K
VL
214
Vima LLC
Michigan
$14.5K
ACM
215
Anfield Capital Management
California
$11.9K +$11.6K +304 New
CT
216
Caldwell Trust
Florida
$6.18K
AF
217
Allworth Financial
California
$5.32K -$3.74K -98 -42%
CIAS
218
Capital Investment Advisory Services
North Carolina
$1.56K +$1.53K +40 New
RIL
219
Rothschild Investment LLC
Illinois
$626
Betterment LLC
220
Betterment LLC
New York
-$297K -7,986 Closed
AWA
221
Arete Wealth Advisors
Illinois
-$232K -6,242 Closed
MAM
222
Milestone Asset Management
Pennsylvania
-$217K -5,814 Closed
FA
223
Faithward Advisors
Pennsylvania
-$181K -4,750 Closed
FMII
224
Farmers & Merchants Investments Inc
Nebraska
-$11.2K -300 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
-$112 -3 Closed