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Innovator US Equity Power Buffer ETF January

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6%70.77% (-0.83%)

2% less funds holding

Funds holding: 220215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$149M -$3.77M -92,815 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$49.2M -$1.8M -44,243 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$40.6M -$3.21M -79,135 -7%
PCM
4
Penserra Capital Management
California
$39.7M +$2.17M +53,364 +6%
MML Investors Services
5
MML Investors Services
Massachusetts
$25.6M +$653K +16,078 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$24.4M -$4.97M -122,287 -17%
RFG
7
Range Financial Group
Oregon
$19.6M -$394K -9,694 -2%
SEP
8
Southland Equity Partners
Missouri
$18.8M -$650K -15,996 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$18.1M -$3.34M -82,158 -16%
KAS
10
Kestra Advisory Services
Texas
$13.1M -$1.88M -46,315 -13%
BA
11
Bellwether Advisors
Nebraska
$11.4M -$112K -2,767 -1%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$11.2M -$784K -19,304 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.9M -$16.9M -415,021 -61%
MI
14
Motiv8 Investments
Florida
$9.52M +$562K +13,830 +6%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$9.01M +$49.2K +1,211 +0.6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.31M +$555K +13,662 +8%
AFA
17
AA Financial Advisors
Ohio
$7.28M +$252K +6,200 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.56M -$2.89M -71,070 -31%
NA
19
NewEdge Advisors
Louisiana
$6.34M -$3.03M -74,512 -33%
LPL Financial
20
LPL Financial
California
$5.92M -$390K -9,609 -6%
BEI
21
Benjamin Edwards Inc
Missouri
$5.33M +$5.24M +129,079 New
CHC
22
City Holding Co
West Virginia
$5.31M -$1.43M -35,115 -21%
HighTower Advisors
23
HighTower Advisors
Illinois
$5M -$1.71M -42,029 -26%
CA
24
CoreCap Advisors
Michigan
$4.85M +$1.95K +48 +0%
BPA
25
Beacon Pointe Advisors
California
$4.75M -$332K -8,178 -7%