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Innovator US Equity Power Buffer ETF January

151 hedge funds and large institutions have $427M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

123% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 131151 (+20)

15% more capital invested

Capital invested by funds: $372M → $427M (+$55.2M)

31.01% less ownership

Funds ownership: 96.77%65.76% (-31%)

Holders
151
Holders Change
+20
Holders Change %
+15.27%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
69
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$111M +$2.15M +65,911 +2%
LNC
2
Lincoln National Corp
Pennsylvania
$26.4M +$6.99M +214,698 +37%
PCM
3
Penserra Capital Management
California
$17.5M +$2.23M +68,610 +15%
SEP
4
Southland Equity Partners
Missouri
$15.6M -$407K -12,497 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.1M +$4.77M +146,439 +47%
CAG
6
Compass Advisory Group
New York
$13.3M +$3.71M +114,003 +40%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.4M +$3.06M +93,983 +34%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$11.4M +$29K +889 +0.3%
CHC
9
City Holding Co
West Virginia
$9.3M +$170K +5,230 +2%
SWPG
10
Strategic Wealth Partners Group
Illinois
$7.25M +$7.09M +217,652 New
MW
11
MBL Wealth
North Carolina
$7.15M +$3.92M +120,296 +127%
IA
12
IFP Advisors
Florida
$6.9M -$1.15M -35,434 -11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.17M +$2.7M +83,032 +81%
GCP
14
Gill Capital Partners
Colorado
$5.87M -$61.5K -1,889 -1%
ICG
15
InterOcean Capital Group
Tennessee
$5.76M +$249K +7,656 +5%
BA
16
Bellwether Advisors
Nebraska
$5.55M -$18.8K -577 -0.3%
AWM
17
AE Wealth Management
Kansas
$4.85M +$779K +23,928 +20%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.45M +$259K +7,945 +6%
CFS
19
CRA Financial Services
New Jersey
$4.35M +$2.37M +72,896 +126%
AAS
20
Ameritas Advisory Services
Nebraska
$4.23M +$40.6K +1,247 +1%
BPA
21
Beacon Pointe Advisors
California
$3.95M +$2.18M +66,996 +129%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.73M +$234K +7,191 +7%
WIM
23
WealthPlan Investment Management
Nebraska
$3.54M -$1.79M -55,113 -34%
CA
24
Corrado Advisors
New Jersey
$3.31M +$292K +8,962 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.16M +$1.63M +50,097 +111%