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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $181M invested in Innovator US Equity Power Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9895 (-3)

4.83% less ownership

Funds ownership: 52.1%47.27% (-4.8%)

15% less capital invested

Capital invested by funds: $213M → $181M (-$32.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
8
Increased
19
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$22.1M -$1.42M -44,252 -6%
SEP
2
Southland Equity Partners
Missouri
$14.8M +$2.37M +73,751 +19%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.7M -$179K -5,588 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.45M -$4.72M -146,908 -34%
Citadel Advisors
5
Citadel Advisors
Florida
$8.17M +$8.09M +251,851 New
GCP
6
Gill Capital Partners
Colorado
$5.44M -$83.2K -2,593 -2%
ICG
7
InterOcean Capital Group
Tennessee
$5.08M -$482 -15 -0%
BA
8
Bellwether Advisors
Nebraska
$4.75M -$27.6K -861 -0.6%
PCM
9
Penserra Capital Management
California
$4.5M -$48.5K -1,511 -1%
FFG
10
Frisch Financial Group
New York
$4.28M -$566K -17,642 -12%
AllianceBernstein
11
AllianceBernstein
Tennessee
$3.93M -$1.86K -58 -0%
CA
12
Corrado Advisors
New Jersey
$3.87M -$1.52M -47,333 -28%
TWM
13
Tradition Wealth Management
Minnesota
$3.61M -$2.74M -85,339 -43%
WP
14
WealthPLAN Partners
Nebraska
$3.59M +$79.7K +2,483 +2%
CAG
15
Compass Advisory Group
New York
$3.58M -$13.1M -407,175 -79%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.4M +$76.3K +2,378 +2%
AWM
17
AE Wealth Management
Kansas
$3.22M -$60.5K -1,886 -2%
OMC
18
Old Mission Capital
Illinois
$3.03M +$3M +93,489 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.87M -$35.5K -1,106 -1%
CG
20
Caprock Group
Idaho
$2.78M -$32 -1 -0%
KCM
21
Kathmere Capital Management
Pennsylvania
$2.7M -$3.2M -99,756 -55%
IA
22
IFP Advisors
Florida
$2.29M -$103K -3,206 -4%
BPA
23
Beacon Pointe Advisors
California
$2.27M -$139K -4,344 -6%
NF
24
Nikulski Financial
Iowa
$2.15M -$60.2K -1,875 -3%
HI
25
Harbour Investments
Wisconsin
$2.14M +$135K +4,205 +7%