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Innovator US Equity Power Buffer ETF January

223 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $709M → $1.76B (+$1.05B)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

5.02% more ownership

Funds ownership: 70.77%75.79% (+5%)

4% more funds holding

Funds holding: 215223 (+8)

46% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 91

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
32
Increased
49
Reduced
91
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
AllianceBernstein
2
AllianceBernstein
Tennessee
$163M +$11.1M +265,129 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$48.3M -$2.06M -49,293 -4%
PCM
4
Penserra Capital Management
California
$47.2M +$6.5M +155,512 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$34.3M -$7.16M -171,344 -17%
MML Investors Services
6
MML Investors Services
Massachusetts
$27.4M +$1.14M +27,377 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$22.4M +$22.2M +531,107 New
RFG
8
Range Financial Group
Oregon
$19.5M -$500K -11,976 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.1M +$561K +13,437 +3%
SEP
10
Southland Equity Partners
Missouri
$18.4M -$808K -19,352 -4%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$15.7M +$2.98M +71,420 +24%
BA
12
Bellwether Advisors
Nebraska
$11.7M +$60.4K +1,446 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.2M +$76.2K +1,824 +0.7%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$10.5M -$968K -23,175 -9%
AFA
15
AA Financial Advisors
Ohio
$8.08M +$628K +15,034 +9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.99M +$510K +12,204 +7%
KAS
17
Kestra Advisory Services
Texas
$7.35M -$5.96M -142,658 -45%
MI
18
Motiv8 Investments
Florida
$7.19M -$2.52M -60,257 -26%
BEI
19
Benjamin Edwards Inc
Missouri
$6.52M +$1.06M +25,316 +20%
LPL Financial
20
LPL Financial
California
$6.02M -$35.5K -850 -0.6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5.86M +$1.42M +33,937 +32%
CA
22
CoreCap Advisors
Michigan
$5.32M +$363K +8,699 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$5.2M +$83.1K +1,990 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.18M -$1.51M -36,092 -23%
BPA
25
Beacon Pointe Advisors
California
$4.85M -$2.88K -69 -0.1%