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Innovator US Equity Power Buffer ETF January

58 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF January in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

4% more funds holding

Funds holding: 5658 (+2)

1% less capital invested

Capital invested by funds: $146M → $145M (-$1.04M)

12.75% less ownership

Funds ownership: 61.59%48.84% (-13%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
9
Increased
21
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$16.8M +$10.8M +374,421 +189%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.3M -$2.79M -96,448 -18%
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M
KCM
4
Kathmere Capital Management
Pennsylvania
$10.1M +$1.03M +35,564 +12%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$8.39M +$6.6M +227,864 +390%
CA
6
Corrado Advisors
New Jersey
$8.23M -$3.93M -135,815 -33%
BMM
7
Berkshire Money Management
Massachusetts
$7.74M +$2.57M +88,657 +51%
WP
8
WealthPLAN Partners
Nebraska
$7.68M -$13.6M -471,012 -65%
MML Investors Services
9
MML Investors Services
Massachusetts
$6.43M +$6.35M +219,242 New
FFG
10
Frisch Financial Group
New York
$4.32M +$4.27M +147,420 New
RTS
11
Round Table Services
New Jersey
$4.22M +$2.37M +81,939 +132%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.63M +$328K +11,338 +10%
PI
13
Parkside Investments
Illinois
$3.31M -$33.3K -1,150 -1%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$3.26M -$57.6K -1,987 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.64M +$11.8K +406 +0.5%
GCP
16
Gill Capital Partners
Colorado
$2.57M +$2.04M +70,594 +416%
CAN
17
Cetera Advisor Networks
California
$2.33M -$1.14M -39,430 -33%
PCM
18
Penserra Capital Management
California
$2.27M +$2.24M +77,435 New
IA
19
IFP Advisors
Florida
$2.05M +$344K +11,886 +20%
NF
20
Nikulski Financial
Iowa
$2M -$3.62K -125 -0.2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.72M +$187K +6,461 +12%
AIA
22
Alera Investment Advisors
Illinois
$1.6M -$11.3K -389 -0.7%
AAS
23
Avantax Advisory Services
Texas
$1.58M +$1.35M +46,508 +638%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.54M -$726K -25,061 -32%
SW
25
SlateStone Wealth
Florida
$1.43M -$700K -24,150 -33%