We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

129 hedge funds and large institutions have $362M invested in Innovator US Equity Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 125129 (+4)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.62% less ownership

Funds ownership: 70%67.38% (-2.6%)

8% less capital invested

Capital invested by funds: $394M → $362M (-$31.8M)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
39
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$26M +$7.7M +247,848 +41%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25M +$15.1M +487,472 +143%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24.5M +$66.1K +2,128 +0.3%
BFG
4
Bouchey Financial Group
New York
$23.7M -$300K -9,660 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$23.1M -$1.07M -34,553 -4%
PCS
6
Personal CFO Solutions
New Jersey
$21.5M -$64.7K -2,082 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.1M +$160K +5,137 +0.9%
SEP
8
Southland Equity Partners
Missouri
$14.8M -$54.2K -1,744 -0.4%
PCM
9
Penserra Capital Management
California
$9.64M +$2.36M +75,868 +31%
SI
10
Stephens Inc
Arkansas
$8.11M +$6.55M +210,938 +357%
CHC
11
City Holding Co
West Virginia
$7.55M +$160K +5,150 +2%
ICG
12
InterOcean Capital Group
Tennessee
$7.3M -$330K -10,624 -4%
LNC
13
Lincoln National Corp
Pennsylvania
$7.28M +$1.36M +43,891 +22%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.98M -$952K -30,660 -12%
GCP
15
Gill Capital Partners
Colorado
$6.54M
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$5.81M +$6.01M +193,616 New
IA
17
IFP Advisors
Florida
$5.44M
BA
18
Bellwether Advisors
Nebraska
$4.9M +$439K +14,126 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.46M -$290K -9,340 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.42M +$331K +10,670 +8%
MW
21
MBL Wealth
North Carolina
$4.24M -$5M -160,882 -53%
CAG
22
Compass Advisory Group
New York
$3.88M -$13M -419,879 -76%
AAS
23
Ameritas Advisory Services
Nebraska
$3.83M -$141K -4,540 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.76M +$1.96M +63,061 +101%
AWM
25
AE Wealth Management
Kansas
$3.52M -$48.7K -1,567 -1%