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Innovator US Equity Power Buffer ETF January

242 hedge funds and large institutions have $897M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

9% more funds holding

Funds holding: 223242 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.11% less ownership

Funds ownership: 75.79%74.68% (-1.1%)

49% less capital invested

Capital invested by funds: $1.76B → $897M (-$867M)

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
98
Reduced
64
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$162M +$1.57M +37,046 +1%
PCM
2
Penserra Capital Management
California
$47.9M +$1.7M +40,023 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.6M +$12.2M +287,775 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$45.2M -$2.26M -53,266 -5%
MML Investors Services
5
MML Investors Services
Massachusetts
$38.8M +$12.2M +288,165 +45%
BCM
6
Brookstone Capital Management
Illinois
$34.3M +$32.1M +756,593 +1,086%
Raymond James Financial
7
Raymond James Financial
Florida
$30.5M +$8.61M +203,199 +38%
LPL Financial
8
LPL Financial
California
$27.3M +$21.9M +515,697 +362%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$18M +$14.5M +342,272 +368%
SEP
10
Southland Equity Partners
Missouri
$18M +$9.28K +219 +0.1%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$15.5M +$99.8K +2,355 +0.6%
William Blair & Company
12
William Blair & Company
Illinois
$14.6M +$14.2M +336,015 +2,230%
WCM
13
Weaver Capital Management
Georgia
$14.1M +$11.5M +271,353 +398%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.3M +$2.38M +56,058 +21%
BA
15
Bellwether Advisors
Nebraska
$11.2M -$307K -7,234 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.3M -$8.58M -202,372 -45%
AWP
17
Ascent Wealth Partners
New York
$10.2M +$10.4M +244,875 New
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$8.71M -$1.59M -37,566 -15%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.63M +$800K +18,883 +10%
WIA
20
World Investment Advisors
California
$8.28M +$4.64M +109,473 +121%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.27M +$2.58M +60,804 +44%
BEI
22
Benjamin Edwards Inc
Missouri
$8.27M +$1.91M +45,041 +29%
AFA
23
AA Financial Advisors
Ohio
$7.93M -$2.84K -67 -0%
MCM
24
MAI Capital Management
Ohio
$7.45M +$4.51M +106,500 +146%
BPA
25
Beacon Pointe Advisors
California
$7.03M +$2.32M +54,703 +48%