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Innovator US Equity Power Buffer ETF January

145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 67.21%69.16% (+1.9%)

5% less funds holding

Funds holding: 152145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$113M -$1.71M -48,510 -1%
LNC
2
Lincoln National Corp
Pennsylvania
$26.6M -$1.21M -34,322 -4%
PCM
3
Penserra Capital Management
California
$22.5M +$2.38M +67,305 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.4M -$369K -10,451 -2%
SEP
5
Southland Equity Partners
Missouri
$16.3M -$1.94K -55 -0%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.4M +$1.4M +39,696 +14%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$10.5M -$211K -5,987 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.21M +$1.49M +42,179 +19%
SWPG
9
Strategic Wealth Partners Group
Illinois
$7.53M -$20.1K -569 -0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.76M -$7.88M -223,194 -53%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.67M +$157K +4,443 +2%
CHC
12
City Holding Co
West Virginia
$6.27M -$242K -6,850 -4%
BA
13
Bellwether Advisors
Nebraska
$5.66M -$104K -2,954 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.75M +$210K +5,937 +5%
AWM
15
AE Wealth Management
Kansas
$4.46M -$357K -10,118 -7%
GCP
16
Gill Capital Partners
Colorado
$4.29M -$1.11M -31,471 -20%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.94M +$59.7K +1,691 +2%
CAG
18
Compass Advisory Group
New York
$3.73M -$11M -312,729 -74%
WIM
19
WealthPlan Investment Management
Nebraska
$3.49M +$784K +22,210 +28%
CA
20
CoreCap Advisors
Michigan
$3.4M -$30.9K -876 -0.9%
BWM
21
BCGM Wealth Management
Indiana
$3.02M -$554K -15,689 -15%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$3.01M +85,280 New
KAS
23
Kestra Advisory Services
Texas
$2.9M -$161K -4,565 -5%
AAS
24
Ameritas Advisory Services
Nebraska
$2.84M +$2.88M +81,604 New
TC
25
TownSquare Capital
Utah
$2.79M +$1.61M +45,618 +132%