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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
PP
201
PFS Partners
New Jersey
$121K
CFGS
202
Concourse Financial Group Securities
Alabama
$107K +$16.5K +394 +19%
KIM
203
Kestra Investment Management
Texas
$88.7K +$87.7K +2,100 New
SFGP
204
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$85.6K +$84.7K +2,027 New
WWMSC
205
Wagner Wealth Management (South Carolina)
South Carolina
$84.5K
Bank of America
206
Bank of America
North Carolina
$84.2K -$20.1K -480 -19%
OP
207
ORG Partners
Indiana
$54.9K
SMAM
208
Sugar Maple Asset Management
Wisconsin
$49.6K +$49.1K +1,175 New
CAL
209
Capital Analysts LLC
Pennsylvania
$33K -$110K -2,641 -77%
AG
210
AmeriFlex Group
Nevada
$20.7K +$20.2K +484 New
JFG
211
JDM Financial Group
Texas
$20.3K
Wells Fargo
212
Wells Fargo
California
$15.2K -$32K -766 -68%
CAS
213
Coppell Advisory Solutions
Texas
$14.3K
MRP
214
Measured Risk Portfolios
California
$14.1K +$14K +334 New
ACM
215
Anfield Capital Management
California
$12.8K
FNWA
216
Financial Network Wealth Advisors
Utah
$12.5K -$759K -18,161 -98%
Royal Bank of Canada
217
Royal Bank of Canada
Ontario, Canada
$9K +$8.52K +204 New
CT
218
Caldwell Trust
Florida
$6.68K
SAM
219
Synergy Asset Management
Washington
$4.5K +$4.55K +109 New
AssetMark Inc
220
AssetMark Inc
California
$2.75K +$2.71K +65 New
WW
221
Winnow Wealth
Texas
$1.94K +$1.92K +46 New
CIAS
222
Capital Investment Advisory Services
North Carolina
$1.69K
RIL
223
Rothschild Investment LLC
Illinois
$676
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
-$2.43M -58,770 Closed
OMC
225
Old Mission Capital
Illinois
-$1.53M -36,922 Closed