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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

82 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
17
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.72M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.74M
4
OMC
4
Old Mission Capital
Illinois
$1.51M
5
CAN
5
Cetera Advisor Networks
California
$2.13M

Top Sellers

1
W
1
Wealthquest
Ohio
$491K
2
BMM
2
Berkshire Money Management
Massachusetts
$862K
3
AF
3
Allworth Financial
California
$6.65K
4
T
4
TCWP
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$951K 25,887 -5,061 -16%
KCM
27
Kathmere Capital Management
Pennsylvania
$886K 24,110 -40 -0.2%
BMM
28
Berkshire Money Management
Massachusetts
$862K 23,470 -130,115 -85%
OIA
29
OneDigital Investment Advisors
Kansas
$852K 23,177 -278 -1%
SS
30
Sunbelt Securities
Texas
$808K 21,985 – –
CWM
31
Collaborative Wealth Management
Florida
$806K 21,941 – –
LF
32
Lantz Financial
Illinois
$758K 20,631 – –
TC
33
TownSquare Capital
Utah
$707K 19,246 +13,447 +232%
Cerity Partners
34
Cerity Partners
New York
$650K 17,690 – –
OCM
35
Orion Capital Management
California
$599K 16,295 -1,087 -6%
AGA
36
Accuvest Global Advisors
Utah
$569K 15,500 – –
SWA
37
Stratos Wealth Advisors
Ohio
$566K 15,406 – –
Citadel Advisors
38
Citadel Advisors
Florida
$537K 14,617 -5,959 -29%
CFS
39
CRA Financial Services
New Jersey
$526K 14,309 -650 -4%
W
40
Wealthquest
Ohio
$491K 13,362 -350,012 -96%
PWMG
41
Pinnacle Wealth Management Group
Michigan
$472K 12,850 – –
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$465K 12,646 -303 -2%
AWS
43
Atria Wealth Solutions
New York
$445K 12,124 – –
CPIG
44
Chicago Partners Investment Group
Illinois
$441K 12,186 -4,015 -25%
AAP
45
Arax Advisory Partners
Colorado
$437K 11,891 -30 -0.3%
IA
46
IFP Advisors
Florida
$422K 11,487 +998 +10%
NFG
47
Nations Financial Group
Iowa
$377K 10,257 – –
BFC
48
Bedel Financial Consulting
Indiana
$359K 9,774 – –
MML Investors Services
49
MML Investors Services
Massachusetts
$356K 9,677 +293 +3%
RA
50
RFG Advisory
Alabama
$332K 9,035 +240 +3%
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