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Innovator US Equity Power Buffer ETF January

95 hedge funds and large institutions have $266M invested in Innovator US Equity Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $170M → $266M (+$95.1M)

43.63% more ownership

Funds ownership: 53.92%97.55% (+44%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8695 (+9)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
22
Increased
29
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.1M +$21.9M +662,065 +547%
PCS
2
Personal CFO Solutions
New Jersey
$24.1M +$24M +724,600 New
HighTower Advisors
3
HighTower Advisors
Illinois
$20.6M -$196K -5,915 -0.9%
CAG
4
Compass Advisory Group
New York
$16.7M +$13.4M +405,870 +427%
SEP
5
Southland Equity Partners
Missouri
$15.9M -$707K -21,385 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.6M +$2.11M +63,720 +16%
JGCM
7
Joseph Group Capital Management
Ohio
$10.4M +$10.4M +313,899 New
Osaic Holdings
8
Osaic Holdings
Arizona
$9.67M +$2.81M +84,863 +41%
CHC
9
City Holding Co
West Virginia
$7.7M +$7.98M +241,130 New
PCM
10
Penserra Capital Management
California
$6.82M +$1.31M +39,692 +24%
DHGWA
11
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6.13M +$6.1M +184,352 New
LNC
12
Lincoln National Corp
Pennsylvania
$6.05M +$4.66M +140,931 +345%
GCP
13
Gill Capital Partners
Colorado
$5.72M +$175K +5,279 +3%
ICG
14
InterOcean Capital Group
Tennessee
$5.7M +$602K +18,191 +12%
BA
15
Bellwether Advisors
Nebraska
$4.95M -$19.2K -581 -0.4%
FFG
16
Frisch Financial Group
New York
$4.14M -$105K -3,167 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.94M -$28.7K -867 -0.7%
WP
18
WealthPLAN Partners
Nebraska
$3.62M +$205K +6,205 +6%
CA
19
Corrado Advisors
New Jersey
$3.35M -$438K -13,235 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.31M +$549K +16,600 +20%
SB
21
Strategic Blueprint
Georgia
$3.3M +$898K +27,135 +38%
AWM
22
AE Wealth Management
Kansas
$3.2M -$84.8K -2,562 -3%
CA
23
CoreCap Advisors
Michigan
$2.58M +$2.56M +77,403 New
AAS
24
Ameritas Advisory Services
Nebraska
$2.48M +$2.46M +74,402 New
IA
25
IFP Advisors
Florida
$2.42M +$459K +13,864 +24%