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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$82.5K +$81.1K +1,996 New
MIM
202
Macroview Investment Management
Maryland
$77.1K
OP
203
ORG Partners
Indiana
$53.7K +$52.8K +1,300 New
Wells Fargo
204
Wells Fargo
California
$46.5K +$43.4K +1,069 +1,909%
JFG
205
JDM Financial Group
Texas
$19.9K
Barclays
206
Barclays
United Kingdom
$14K +$13.8K +340 New
CAS
207
Coppell Advisory Solutions
Texas
$13.9K +$13.7K +338 New
ACM
208
Anfield Capital Management
California
$12.6K
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$12.4K -$553K -13,608 -4%
AF
210
Allworth Financial
California
$8.39K -$5.52K -136 -40%
CT
211
Caldwell Trust
Florida
$6.53K
HPC
212
HM Payson & Co
Maine
$3.88K
CIAS
213
Capital Investment Advisory Services
North Carolina
$1.65K
RIL
214
Rothschild Investment LLC
Illinois
$661
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$124
TW
216
Transform Wealth
Colorado
-$15.7M -390,844 Closed
AI
217
Atria Investments
North Carolina
-$9.28M -230,553 Closed
Pathstone Holdings
218
Pathstone Holdings
New Jersey
-$4.11M -102,227 Closed
AWM
219
Axxcess Wealth Management
California
-$2.21M -54,908 Closed
CA
220
Corrado Advisors
New Jersey
-$2.19M -54,468 Closed
FIA
221
Foundations Investment Advisors
Arizona
-$746K -18,554 Closed
PF
222
Parker Financial
Washington
-$722K -17,949 Closed
SWP
223
Summit Wealth Partners
Florida
-$639K -15,881 Closed
GS
224
GTS Securities
New York
-$619K -15,381 Closed
Wolverine Trading
225
Wolverine Trading
Illinois
-$596K -14,822 Closed