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Innovator US Equity Power Buffer ETF January

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219220 (+1)

2.93% less ownership

Funds ownership: 74.54%71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$148M -$2.55M -64,938 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$49.7M +$10.4M +265,467 +27%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$42.7M -$1.12M -28,376 -3%
PCM
4
Penserra Capital Management
California
$36.5M +$1.19M +30,363 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$28.7M +$387K +9,845 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.3M -$437K -11,103 -2%
MML Investors Services
7
MML Investors Services
Massachusetts
$24.3M -$5.76M -146,407 -20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.9M -$624K -15,861 -3%
BCM
9
Brookstone Capital Management
Illinois
$20M -$27.3M -692,645 -58%
RFG
10
Range Financial Group
Oregon
$19.4M -$748K -19,000 -4%
SEP
11
Southland Equity Partners
Missouri
$18.9M +$73.2K +1,860 +0.4%
TW
12
Transform Wealth
Colorado
$15.7M -$1.63M -41,342 -10%
KAS
13
Kestra Advisory Services
Texas
$14.6M +$7.65M +194,335 +115%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$12.6M +$12.4M +314,110 New
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$11.7M -$1.1M -27,984 -9%
BA
16
Bellwether Advisors
Nebraska
$11.2M +$9.21K +234 +0.1%
Mariner
17
Mariner
Kansas
$9.44M -$218K -5,541 -2%
AI
18
Atria Investments
North Carolina
$9.28M -$56.8K -1,443 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.24M -$1.81M -46,092 -17%
NA
20
NewEdge Advisors
Louisiana
$9.17M -$442K -11,232 -5%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$8.72M +$8.53M +216,766 New
MI
22
Motiv8 Investments
Florida
$8.71M +$311K +7,912 +4%
AFA
23
AA Financial Advisors
Ohio
$6.84M +$4.52K +115 +0.1%
CHC
24
City Holding Co
West Virginia
$6.58M -$296K -7,530 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.57M -$12.3M -312,256 -66%