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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

62 hedge funds and large institutions have $103M invested in Innovator US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
12
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$12.2M
2
JGCM
2
Joseph Group Capital Management
Ohio
$7.81M
3
IIA
3
Integral Investment Advisors
California
$2.98M
4
PPW
4
Pinnacle Private Wealth
Massachusetts
$2.03M
5
W
5
Wealthquest
Ohio
$16.5M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$863K
2
SS
2
Sunbelt Securities
Texas
$7.6M
3
OMC
3
Old Mission Capital
Illinois
$0
4
SC
4
Slow Capital
California
$204K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$640K 17,158 -700 -4%
RC
27
Rovin Capital
Arizona
$640K 17,163 +17,163 New
AIA
28
Alera Investment Advisors
Illinois
$627K 16,804 – –
CPIG
29
Chicago Partners Investment Group
Illinois
$572K 16,201 +16,201 New
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$499K 13,374 -12,110 -48%
AAP
31
Arax Advisory Partners
Colorado
$438K 11,753 +2,583 +28%
SPC
32
Sigma Planning Corp
Michigan
$339K 9,092 +500 +6%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$334K 8,945 -36 -0.4%
OCM
34
Orion Capital Management
California
$331K 8,882 – –
FWM
35
Frontier Wealth Management
Missouri
$311K 8,343 – –
AWM
36
Axxcess Wealth Management
California
$293K 7,850 +7,850 New
BFC
37
Bedel Financial Consulting
Indiana
$291K 7,814 -800 -9%
LNC
38
Lincoln National Corp
Pennsylvania
$289K 7,749 – –
US Bancorp
39
US Bancorp
Minnesota
$288K 7,723 – –
SIA
40
Soltis Investment Advisors
Utah
$270K 7,246 -7,900 -52%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$254K 6,811 +6,811 New
MPCL
42
My Personal CFO LLC
Washington
$248K 6,650 +6,650 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$247K 6,632 +6,632 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$245K 6,570 – –
RTS
45
Round Table Services
New Jersey
$223K 5,970 – –
FFS
46
Founders Financial Securities
Maryland
$220K 5,903 – –
BWM
47
BCGM Wealth Management
Indiana
$218K 5,834 +5,834 New
AAS
48
Ameritas Advisory Services
Nebraska
$216K 5,802 +5,802 New
SC
49
Slow Capital
California
$204K 5,461 -37,892 -87%
HI
50
Harbour Investments
Wisconsin
$169K 4,527 -1,066 -19%
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