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Innovator US Equity Power Buffer ETF January

72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more funds holding

Funds holding: 5872 (+14)

16.65% more ownership

Funds ownership: 48.84%65.49% (+17%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $145M → $144M (-$526K)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
19
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$16.4M -$1.07M -35,633 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M -$1.22M -40,912 -9%
CAG
3
Compass Advisory Group
New York
$11.9M +$11.7M +389,397 New
KCM
4
Kathmere Capital Management
Pennsylvania
$11.1M +$544K +18,190 +5%
SEP
5
Southland Equity Partners
Missouri
$9.99M +$9.78M +326,768 New
MW
6
MBL Wealth
North Carolina
$6.74M +$6.49M +216,823 New
CA
7
Corrado Advisors
New Jersey
$5.16M -$3.36M -112,098 -40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.97M +$1.16M +38,690 +31%
WP
9
WealthPLAN Partners
Nebraska
$4.81M -$3.03M -101,357 -39%
FFG
10
Frisch Financial Group
New York
$4.58M +$67.7K +2,261 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.43M +$665K +22,206 +25%
GCP
12
Gill Capital Partners
Colorado
$2.99M +$308K +10,273 +12%
PCM
13
Penserra Capital Management
California
$2.9M +$526K +17,569 +23%
BA
14
Bellwether Advisors
Nebraska
$2.7M +$2.64M +88,296 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.47M -$6.15M -205,581 -72%
TWM
16
Tradition Wealth Management
Minnesota
$2.41M +$2.36M +78,789 New
AWM
17
AE Wealth Management
Kansas
$2.19M +$2.14M +71,616 New
CAN
18
Cetera Advisor Networks
California
$2.04M -$391K -13,060 -16%
NF
19
Nikulski Financial
Iowa
$2.01M -$74.8K -2,500 -4%
SS
20
Simplicity Solutions
Minnesota
$1.92M +$1.88M +62,891 New
IA
21
IFP Advisors
Florida
$1.85M -$283K -9,441 -13%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.85M +$56.9K +1,900 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.82M +$215K +7,184 +14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.54M +$116K +3,884 +8%
BPA
25
Beacon Pointe Advisors
California
$1.47M +$308K +10,292 +27%