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Innovator US Equity Power Buffer ETF January

125 hedge funds and large institutions have $394M invested in Innovator US Equity Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 9

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

48% more capital invested

Capital invested by funds: $266M → $394M (+$129M)

32% more funds holding

Funds holding: 95125 (+30)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

27.55% less ownership

Funds ownership: 97.55%70% (-28%)

Holders
125
Holders Change
+30
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
63
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$26.5M +$11.1M +345,722 +74%
AllianceBernstein
2
AllianceBernstein
Tennessee
$26.1M +$621K +19,265 +2%
BFG
3
Bouchey Financial Group
New York
$26M +$25.8M +799,371 New
PCS
4
Personal CFO Solutions
New Jersey
$23.4M -$232K -7,182 -1%
BCM
5
Brookstone Capital Management
Illinois
$19.4M +$19.5M +604,551 New
Osaic Holdings
6
Osaic Holdings
Arizona
$19.3M +$9.88M +306,610 +105%
CAG
7
Compass Advisory Group
New York
$17.9M +$1.55M +48,171 +10%
SEP
8
Southland Equity Partners
Missouri
$16.1M +$521K +16,166 +3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$11.1M +$9.42M +292,154 +598%
MW
10
MBL Wealth
North Carolina
$9.84M +$9.74M +302,209 New
CG
11
Caprock Group
Idaho
$9.59M +$7.26M +225,336 +326%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.57M -$11.5M -355,846 -57%
ICG
13
InterOcean Capital Group
Tennessee
$8.27M +$2.67M +82,691 +48%
CHC
14
City Holding Co
West Virginia
$8.02M +$164K +5,100 +2%
PCM
15
Penserra Capital Management
California
$7.99M +$1.29M +40,122 +20%
GCP
16
Gill Capital Partners
Colorado
$6.54M +$929K +28,830 +17%
LNC
17
Lincoln National Corp
Pennsylvania
$6.46M +$538K +16,683 +9%
DHGWA
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6.34M +$331K +10,273 +6%
WP
19
WealthPLAN Partners
Nebraska
$5.73M +$2.36M +73,190 +66%
WIM
20
WealthPlan Investment Management
Nebraska
$5.73M +$5.96M +184,769 New
IA
21
IFP Advisors
Florida
$5.44M +$4.59M +142,538 +196%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.14M +$1.88M +58,223 +58%
BA
23
Bellwether Advisors
Nebraska
$4.86M +$10.1K +313 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.44M +$577K +17,892 +15%
AAS
25
Ameritas Advisory Services
Nebraska
$4.3M +$1.85M +57,539 +77%