PJAN icon

Innovator US Equity Power Buffer ETF January

166 hedge funds and large institutions have $521M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
38
Increased
49
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M 3,605,700 +362,810 +11%
PCM
2
Penserra Capital Management
California
$30.2M 809,856 +163,721 +25%
LNC
3
Lincoln National Corp
Pennsylvania
$29.2M 784,755 +19,331 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.9M 616,070 +29,721 +5%
SEP
5
Southland Equity Partners
Missouri
$17.3M 464,434 -4,490 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$15M 402,382 +334,884 +496%
SWPG
7
Strategic Wealth Partners Group
Illinois
$11.8M 315,688 +99,177 +46%
CAN
8
Cetera Advisor Networks
California
$11.1M 298,273 +233,178 +358%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10M 268,738 +3,937 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.84M 264,361 -62,928 -19%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$9.57M 257,100 -44,137 -15%
SCA
12
Stuart Chaussee & Associates
California
$8.42M 226,040 +183,045 +426%
NA
13
NewEdge Advisors
Louisiana
$8.38M 222,137 +204,999 +1,196%
BA
14
Bellwether Advisors
Nebraska
$8.21M 220,543 +57,828 +36%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.17M 219,274 +27,598 +14%
EPW
16
Evergreen Private Wealth
Colorado
$7.16M 192,394 +192,394 New
CHC
17
City Holding Co
West Virginia
$6.55M 175,965 -4,170 -2%
AFA
18
AA Financial Advisors
Ohio
$6.28M 168,548 +168,548 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.15M 165,088 -29,098 -15%
MI
20
Motiv8 Investments
Florida
$5.49M 147,495 +147,495 New
HighTower Advisors
21
HighTower Advisors
Illinois
$5.34M 143,404 +6,856 +5%
TC
22
TownSquare Capital
Utah
$4.51M 120,994 +40,757 +51%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.21M 112,983 -226 -0.2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$3.81M 102,306 +102,306 New
BPA
25
Beacon Pointe Advisors
California
$3.73M 100,245 +21,791 +28%