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Innovator US Equity Power Buffer ETF January

98 hedge funds and large institutions have $213M invested in Innovator US Equity Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

48% more capital invested

Capital invested by funds: $144M → $213M (+$68.8M)

36% more funds holding

Funds holding: 7298 (+26)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.39% less ownership

Funds ownership: 65.49%52.1% (-13%)

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
39
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$22.9M +$20.6M +665,700 +1,115%
CAG
2
Compass Advisory Group
New York
$16.3M +$3.96M +128,104 +33%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.8M +$821K +26,527 +6%
SEP
4
Southland Equity Partners
Missouri
$12M +$1.69M +54,718 +17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.6M +$6.33M +204,648 +126%
PCS
6
Personal CFO Solutions
New Jersey
$8.5M +$8.34M +269,464 New
MW
7
MBL Wealth
North Carolina
$7.44M +$583K +18,852 +9%
TWM
8
Tradition Wealth Management
Minnesota
$6.17M +$3.66M +118,382 +150%
KCM
9
Kathmere Capital Management
Pennsylvania
$5.77M -$5.53M -178,623 -49%
GCP
10
Gill Capital Partners
Colorado
$5.37M +$2.24M +72,353 +74%
CA
11
Corrado Advisors
New Jersey
$5.26M -$62.8K -2,030 -1%
ICG
12
InterOcean Capital Group
Tennessee
$4.94M +$4.6M +148,804 +1,881%
FFG
13
Frisch Financial Group
New York
$4.71M -$7.3K -236 -0.2%
BA
14
Bellwether Advisors
Nebraska
$4.64M +$1.82M +58,892 +67%
PCM
15
Penserra Capital Management
California
$4.42M +$1.4M +45,240 +48%
SIA
16
Soltis Investment Advisors
Utah
$4.42M -$12.3M -397,080 -74%
AllianceBernstein
17
AllianceBernstein
Tennessee
$3.83M +$3.75M +121,263 New
WP
18
WealthPLAN Partners
Nebraska
$3.43M -$1.5M -48,452 -31%
AA
19
Advisory Alpha
Michigan
$3.24M +$3.18M +102,701 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.23M +$1.62M +52,294 +104%
AWM
21
AE Wealth Management
Kansas
$3.19M +$913K +29,503 +41%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.83M -$700K -22,636 -20%
CG
23
Caprock Group
Idaho
$2.7M +$1.23M +39,709 +86%
BPA
24
Beacon Pointe Advisors
California
$2.35M +$816K +26,361 +55%
IA
25
IFP Advisors
Florida
$2.33M +$408K +13,198 +22%