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Innovator US Equity Power Buffer ETF January

124 hedge funds and large institutions have $305M invested in Innovator US Equity Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% less ownership

Funds ownership: 67.38%64.04% (-3.3%)

4% less funds holding

Funds holding: 129124 (-5)

16% less capital invested

Capital invested by funds: $362M → $305M (-$57.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

66% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 59

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
20
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$24.3M -$46.7K -1,507 -0.2%
BFG
2
Bouchey Financial Group
New York
$22.9M -$375K -12,090 -2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$22.6M -$31.8K -1,027 -0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.5M -$5.76M -185,767 -23%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M -$1.75M -56,429 -9%
SEP
6
Southland Equity Partners
Missouri
$14.3M -$177K -5,716 -1%
PCM
7
Penserra Capital Management
California
$11.5M +$2.13M +68,805 +21%
CHC
8
City Holding Co
West Virginia
$8.15M +$797K +25,725 +10%
LNC
9
Lincoln National Corp
Pennsylvania
$6.97M -$172K -5,542 -2%
SI
10
Stephens Inc
Arkansas
$6.37M -$1.66M -53,678 -20%
ICG
11
InterOcean Capital Group
Tennessee
$6.23M -$975K -31,445 -13%
PCS
12
Personal CFO Solutions
New Jersey
$6.05M -$15.8M -509,781 -71%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$5.67M -$30K -968 -0.5%
IA
14
IFP Advisors
Florida
$5.53M +$108K +3,474 +2%
GCP
15
Gill Capital Partners
Colorado
$5.38M -$558K -17,994 -9%
WIM
16
WealthPlan Investment Management
Nebraska
$5.13M +$4.98M +160,658 New
OMC
17
Old Mission Capital
Illinois
$5.06M +$4.69M +151,369 +731%
BA
18
Bellwether Advisors
Nebraska
$4.76M -$43.4K -1,400 -0.9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.59M +$279K +9,006 +6%
BCM
20
Brookstone Capital Management
Illinois
$4.53M -$21.6M -698,150 -82%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.78M -$624K -20,130 -14%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.76M -$3.25M -104,703 -45%
AAS
23
Ameritas Advisory Services
Nebraska
$3.71M -$43K -1,387 -1%
AWM
24
AE Wealth Management
Kansas
$3.49M +$48.7K +1,572 +1%
BWM
25
BCGM Wealth Management
Indiana
$3M +$238K +7,692 +9%