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Innovator US Equity Power Buffer ETF January

169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more capital invested

Capital invested by funds: $408M → $524M (+$116M)

17% more funds holding

Funds holding: 145169 (+24)

14.98% more ownership

Funds ownership: 69.16%84.13% (+15%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
49
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M +$13M +362,810 +11%
PCM
2
Penserra Capital Management
California
$30.2M +$5.87M +163,721 +25%
LNC
3
Lincoln National Corp
Pennsylvania
$29.2M +$693K +19,331 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.9M +$1.07M +29,721 +5%
SEP
5
Southland Equity Partners
Missouri
$17.3M -$161K -4,490 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$15M +$12M +334,884 +496%
SWPG
7
Strategic Wealth Partners Group
Illinois
$11.8M +$3.56M +99,177 +46%
CAN
8
Cetera Advisor Networks
California
$11.1M +$8.36M +233,178 +358%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10M +$141K +3,937 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.84M -$2.26M -62,928 -19%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$9.57M -$1.58M -44,137 -15%
SCA
12
Stuart Chaussee & Associates
California
$8.42M +$6.56M +183,045 +426%
NA
13
NewEdge Advisors
Louisiana
$8.38M +$7.35M +204,999 +1,196%
BA
14
Bellwether Advisors
Nebraska
$8.21M +$2.07M +57,828 +36%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.17M +$990K +27,598 +14%
EPW
16
Evergreen Private Wealth
Colorado
$7.16M +$6.9M +192,394 New
CHC
17
City Holding Co
West Virginia
$6.55M -$150K -4,170 -2%
AFA
18
AA Financial Advisors
Ohio
$6.28M +$6.04M +168,548 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.15M -$1.04M -29,098 -15%
MI
20
Motiv8 Investments
Florida
$5.49M +$5.29M +147,495 New
HighTower Advisors
21
HighTower Advisors
Illinois
$5.34M +$246K +6,856 +5%
TC
22
TownSquare Capital
Utah
$4.51M +$1.46M +40,757 +51%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.21M -$8.11K -226 -0.2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$3.81M +$3.67M +102,306 New
BPA
25
Beacon Pointe Advisors
California
$3.73M +$781K +21,791 +28%