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Innovator US Equity Power Buffer ETF January

86 hedge funds and large institutions have $170M invested in Innovator US Equity Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.65% more ownership

Funds ownership: 47.27%53.92% (+6.6%)

6% less capital invested

Capital invested by funds: $181M → $170M (-$10.2M)

9% less funds holding

Funds holding: 9586 (-9)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
16
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
$20.4M -$1.84M -56,220 -8%
SEP
2
Southland Equity Partners
Missouri
$16.3M +$1.43M +43,630 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.2M +$1.38M +42,248 +12%
SIA
4
Soltis Investment Advisors
Utah
$7.48M +$5.46M +166,968 +269%
MW
5
MBL Wealth
North Carolina
$7.15M +$7.16M +219,075 New
Osaic Holdings
6
Osaic Holdings
Arizona
$6.72M -$2.8M -85,599 -29%
GCP
7
Gill Capital Partners
Colorado
$5.44M -$28.1K -860 -0.5%
PCM
8
Penserra Capital Management
California
$5.4M +$872K +26,676 +19%
ICG
9
InterOcean Capital Group
Tennessee
$5M -$121K -3,718 -2%
BA
10
Bellwether Advisors
Nebraska
$4.88M +$98.6K +3,017 +2%
FFG
11
Frisch Financial Group
New York
$4.19M -$110K -3,372 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$3.96M -$2.58K -79 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.9M +$473K +14,485 +14%
CA
14
Corrado Advisors
New Jersey
$3.72M -$182K -5,577 -5%
WP
15
WealthPLAN Partners
Nebraska
$3.49M -$135K -4,126 -4%
AWM
16
AE Wealth Management
Kansas
$3.23M -$12.8K -393 -0.4%
CAG
17
Compass Advisory Group
New York
$3.1M -$499K -15,279 -14%
CG
18
Caprock Group
Idaho
$2.79M -$2.68K -82 -0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.71M -$183K -5,589 -6%
SB
20
Strategic Blueprint
Georgia
$2.35M +$1.46M +44,557 +163%
NF
21
Nikulski Financial
Iowa
$2.16M
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.09M
HI
23
Harbour Investments
Wisconsin
$2.06M -$93.9K -2,874 -4%
AIA
24
Alera Investment Advisors
Illinois
$1.98M +$13.9K +426 +0.7%
BPA
25
Beacon Pointe Advisors
California
$1.94M -$355K -10,863 -15%