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Innovator US Equity Power Buffer ETF January

131 hedge funds and large institutions have $372M invested in Innovator US Equity Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

32.73% more ownership

Funds ownership: 64.04%96.77% (+33%)

22% more capital invested

Capital invested by funds: $305M → $372M (+$67.4M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 124131 (+7)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
24
Increased
37
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$103M +$78.5M +2,516,702 +328%
LNC
2
Lincoln National Corp
Pennsylvania
$18.3M +$10.7M +343,442 +145%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.6M -$4.2M -134,539 -21%
SEP
4
Southland Equity Partners
Missouri
$15.2M -$166K -5,331 -1%
PCM
5
Penserra Capital Management
California
$14.4M +$2.11M +67,539 +17%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$10.7M +$4.63M +148,449 +77%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.72M +$4.76M +152,529 +98%
CAG
8
Compass Advisory Group
New York
$9.32M +$5.94M +190,622 +196%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.82M -$8.3M -266,017 -49%
CHC
10
City Holding Co
West Virginia
$8.66M -$68.6K -2,200 -0.8%
IA
11
IFP Advisors
Florida
$7.8M +$2.8M +89,691 +41%
BCM
12
Brookstone Capital Management
Illinois
$6.69M +$1.73M +55,551 +36%
PCS
13
Personal CFO Solutions
New Jersey
$6.14M -$333K -10,662 -5%
GCP
14
Gill Capital Partners
Colorado
$5.63M -$134K -4,295 -2%
WP
15
WealthPLAN Partners
Nebraska
$5.35M +$5.04M +161,580 New
WIM
16
WealthPlan Investment Management
Nebraska
$5.34M +$28.8K +922 +0.6%
BA
17
Bellwether Advisors
Nebraska
$5.29M +$188K +6,036 +4%
ICG
18
InterOcean Capital Group
Tennessee
$5.22M -$1.44M -46,076 -22%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.96M -$57.2K -1,835 -1%
AAS
20
Ameritas Advisory Services
Nebraska
$3.94M -$29.2K -937 -0.7%
AWM
21
AE Wealth Management
Kansas
$3.85M +$108K +3,452 +3%
CA
22
CoreCap Advisors
Michigan
$3.4M +$821K +26,313 +32%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.31M -$728K -23,348 -18%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.24M +$2.33M +74,616 +264%
BWM
25
BCGM Wealth Management
Indiana
$3.22M +$134K +4,300 +4%