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Innovator US Equity Power Buffer ETF January

239 hedge funds and large institutions have $891M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 15 closing their positions.

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
96
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$162M 3,897,489 +37,046 +1%
PCM
2
Penserra Capital Management
California
$47.9M 1,156,228 +40,023 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.6M 1,099,362 +287,775 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$45.2M 1,089,023 -53,266 -5%
MML Investors Services
5
MML Investors Services
Massachusetts
$38.8M 935,525 +288,165 +45%
BCM
6
Brookstone Capital Management
Illinois
$34.3M 826,246 +756,593 +1,086%
Raymond James Financial
7
Raymond James Financial
Florida
$30.5M 734,306 +203,199 +38%
LPL Financial
8
LPL Financial
California
$27.3M 658,097 +515,697 +362%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$18M 435,198 +342,272 +368%
SEP
10
Southland Equity Partners
Missouri
$18M 434,874 +219 +0.1%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$15.5M 374,277 +2,355 +0.6%
William Blair & Company
12
William Blair & Company
Illinois
$14.6M 351,083 +336,015 +2,230%
WCM
13
Weaver Capital Management
Georgia
$14.1M 339,589 +271,353 +398%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.3M 321,468 +56,058 +21%
BA
15
Bellwether Advisors
Nebraska
$11.2M 269,059 -7,234 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.3M 248,951 -202,372 -45%
AWP
17
Ascent Wealth Partners
New York
$10.2M 244,875 +244,875 New
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$8.71M 209,982 -37,566 -15%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.63M 208,068 +18,883 +10%
WIA
20
World Investment Advisors
California
$8.28M 199,669 +109,473 +121%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.27M 199,469 +60,804 +44%
BEI
22
Benjamin Edwards Inc
Missouri
$8.27M 199,436 +45,041 +29%
AFA
23
AA Financial Advisors
Ohio
$7.93M 191,142 -67 -0%
MCM
24
MAI Capital Management
Ohio
$7.45M 179,540 +106,500 +146%
BPA
25
Beacon Pointe Advisors
California
$7.03M 169,610 +54,703 +48%