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Innovator US Equity Power Buffer ETF January

241 hedge funds and large institutions have $941M invested in Innovator US Equity Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
20
Increased
57
Reduced
93
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$258K
AWM
202
Axxcess Wealth Management
California
$256K
CWM
203
Collaborative Wealth Management
Florida
$254K +$254K +5,772 New
MCC
204
Money Concepts Capital
Florida
$252K
MWP
205
Madison Wealth Partners
Wisconsin
$252K
SFG
206
Sovereign Financial Group
Connecticut
$251K -$13.1K -297 -5%
B
207
Bailard
California
$249K
BBHC
208
Brown Brothers Harriman & Co
New York
$242K
Betterment LLC
209
Betterment LLC
New York
$241K -$5.2K -118 -2%
TSW
210
Three Seasons Wealth
Utah
$238K
MAM
211
MMA Asset Management
Pennsylvania
$238K
FIA
212
Foundations Investment Advisors
Arizona
$235K +$6.65K +151 +3%
SWM
213
Spire Wealth Management
Virginia
$225K
IIA
214
Integral Investment Advisors
California
$224K
FFA
215
Fragasso Financial Advisors
Pennsylvania
$221K
GSIAS
216
Garden State Investment Advisory Services
New Jersey
$215K -$19.2K -435 -8%
IWM
217
IHT Wealth Management
Illinois
$210K +$210K +4,756 New
AUB
218
Atlantic Union Bankshares
Virginia
$208K +$208K +4,730 New
AG
219
Ascent Group
Virginia
$203K +$203K +4,611 New
EWA
220
EverSource Wealth Advisors
Alabama
$202K
CFG
221
Chapman Financial Group
Hawaii
$188K +$188K +4,275 New
EPW
222
Evergreen Private Wealth
Colorado
$156K
NS
223
NBC Securities
Alabama
$150K
FNWA
224
Financial Network Wealth Advisors
Utah
$134K +$96.6K +2,194 +262%
PP
225
PFS Partners
New Jersey
$127K