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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

85 hedge funds and large institutions have $151M invested in Innovator US Equity Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+23
Holders Change %
+37.1%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
32
Increased
34
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$8.09M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M
3
MW
3
Marcum Wealth
Ohio
$6.11M
4
BMM
4
Berkshire Money Management
Massachusetts
$5.55M
5
IIA
5
Integral Investment Advisors
California
$7.14M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$8.84M
2
MWM
2
Maltin Wealth Management
New Jersey
$5.94M
3
SMC
3
Smith, Moore & Co
Missouri
$0
4
JSL
4
JT Stratford LLC
Georgia
$0
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
26
Orion Capital Management
California
$1.13M 31,359 +22,477 +253%
KAS
27
Kestra Advisory Services
Texas
$1.13M 31,173 +3,566 +13%
KCM
28
Kathmere Capital Management
Pennsylvania
$1.05M 29,095 – –
CA
29
CoreCap Advisors
Michigan
$986K 27,302 +2,018 +8%
CA
30
Cetera Advisors
Colorado
$806K 22,312 +22,312 New
CFS
31
CRA Financial Services
New Jersey
$779K 21,578 +21,578 New
AWS
32
Atria Wealth Solutions
New York
$775K 21,443 +21,443 New
AIA
33
Alera Investment Advisors
Illinois
$677K 18,738 +1,934 +12%
OMC
34
Old Mission Capital
Illinois
$649K 17,972 +17,972 New
IA
35
IFP Advisors
Florida
$643K 25,454 +23,534 +1,226%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$621K 17,179 +17,179 New
PCM
37
Penserra Capital Management
California
$605K 16,764 +16,764 New
OIA
38
OneDigital Investment Advisors
Kansas
$598K 16,558 -600 -3%
MPCL
39
My Personal CFO LLC
Washington
$576K 15,950 +9,300 +140%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$535K 14,823 +14,823 New
CPIG
41
Chicago Partners Investment Group
Illinois
$533K 16,201 – –
LF
42
Lantz Financial
Illinois
$474K 13,117 +13,117 New
PWMG
43
Pinnacle Wealth Management Group
Michigan
$464K 12,850 +12,850 New
AAP
44
Arax Advisory Partners
Colorado
$437K 12,098 +345 +3%
CW
45
CreativeOne Wealth
Kansas
$425K 11,770 +11,770 New
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$423K 11,707 +11,707 New
NFG
47
Nations Financial Group
Iowa
$392K 10,857 +10,857 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$378K 10,463 +1,518 +17%
VWA
49
Visionary Wealth Advisors
Illinois
$372K 10,297 +10,297 New
PI
50
Parkside Investments
Illinois
$361K 10,000 +10,000 New
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