We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

74% more capital invested

Capital invested by funds: $524M → $911M (+$387M)

30% more funds holding

Funds holding: 169219 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9.6% less ownership

Funds ownership: 84.13%74.54% (-9.6%)

Holders
219
Holders Change
+50
Holders Change %
+29.59%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
95
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$147M +$5.62M +147,367 +4%
BCM
2
Brookstone Capital Management
Illinois
$46.4M +$41.5M +1,087,008 +1,089%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$42.6M +$18.1M +474,372 +77%
Osaic Holdings
4
Osaic Holdings
Arizona
$38M +$26.9M +705,997 +267%
PCM
5
Penserra Capital Management
California
$34.3M +$2.56M +67,110 +8%
LNC
6
Lincoln National Corp
Pennsylvania
$29.7M -$935K -24,492 -3%
MML Investors Services
7
MML Investors Services
Massachusetts
$29.3M +$24.3M +637,329 +564%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$27.5M +$18.5M +483,565 +221%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$27M +$20M +524,622 +318%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21M +$19.7M +516,233 +2,624%
RFG
11
Range Financial Group
Oregon
$19.6M +$18.9M +494,054 +6,259%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.6M +$2.79M +73,193 +18%
SEP
13
Southland Equity Partners
Missouri
$18.3M +$142K +3,709 +0.8%
TW
14
Transform Wealth
Colorado
$16.9M +$16.5M +432,186 New
CAN
15
Cetera Advisor Networks
California
$16.5M +$4.67M +122,367 +41%
LC
16
Legacy CG
Texas
$14.4M +$14M +366,965 New
SWPG
17
Strategic Wealth Partners Group
Illinois
$12.6M +$253K +6,623 +2%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$12.4M +$2.32M +60,911 +24%
BA
19
Bellwether Advisors
Nebraska
$10.8M +$2.17M +56,837 +26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.8M +$273K +7,153 +3%
Mariner
21
Mariner
Kansas
$9.4M +$9.17M +240,260 New
NA
22
NewEdge Advisors
Louisiana
$9.36M +$652K +17,069 +8%
ICG
23
InterOcean Capital Group
Tennessee
$9.16M +$8.27M +216,568 +1,219%
AI
24
Atria Investments
North Carolina
$9.07M +$8.86M +231,996 New
MI
25
Motiv8 Investments
Florida
$8.16M +$2.34M +61,219 +42%