We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

56 hedge funds and large institutions have $146M invested in Innovator US Equity Power Buffer ETF January in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

27% more funds holding

Funds holding: 4456 (+12)

9% more capital invested

Capital invested by funds: $134M → $146M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.61% less ownership

Funds ownership: 65.2%61.59% (-3.6%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
13
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$21.2M +$1.91M +70,803 +11%
PCS
2
Personal CFO Solutions
New Jersey
$20.2M +$1.44M +53,438 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$15.4M +$730K +27,007 +5%
CA
4
Corrado Advisors
New Jersey
$11.7M -$2.34M -86,606 -17%
BCI
5
Brinker Capital Investments
Pennsylvania
$10.3M
KCM
6
Kathmere Capital Management
Pennsylvania
$8.62M +$8.32M +307,727 New
SIA
7
Soltis Investment Advisors
Utah
$5.56M +$312K +11,550 +6%
BMM
8
Berkshire Money Management
Massachusetts
$4.91M +$1.14M +42,263 +32%
CA
9
Cambridge Advisors
Nebraska
$3.52M +$3.4M +125,697 New
CAN
10
Cetera Advisor Networks
California
$3.33M -$31.7K -1,172 -1%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$3.32M -$19.3K -713 -0.6%
PI
12
Parkside Investments
Illinois
$3.19M +$3.08M +113,950 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.15M -$4.31M -159,400 -59%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.51M -$13.4K -495 -0.5%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.17M -$465K -17,188 -18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.08M +$464K +17,168 +30%
SW
17
SlateStone Wealth
Florida
$2.04M
NF
18
Nikulski Financial
Iowa
$1.92M -$162K -6,000 -8%
RTS
19
Round Table Services
New Jersey
$1.74M +$1.68M +62,152 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.63M -$34.7K -1,284 -2%
IA
21
IFP Advisors
Florida
$1.62M -$16K -590 -1%
AIA
22
Alera Investment Advisors
Illinois
$1.51M -$298K -11,019 -17%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.46M +$1.41M +52,284 New
NFG
24
Next Financial Group
Texas
$1.12M +$479K +17,709 +80%
Jane Street
25
Jane Street
New York
$1.09M -$251K -9,269 -19%