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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$9.41M
2
MW
2
Marcum Wealth
Ohio
$6.44M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.96M
5
PCM
5
Penserra Capital Management
California
$9.02M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.79K
2
TC
2
TownSquare Capital
Utah
$479K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$582K
4
W
4
Wealthquest
Ohio
$0
5
CWM
5
Collaborative Wealth Management
Florida
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$1.77M 40,753 +3,781 +10%
RA
27
RFG Advisory
Alabama
$1.77M 40,689 +32,297 +385%
Truist Financial
28
Truist Financial
North Carolina
$1.77M 40,598 +2,141 +6%
BA
29
Bellwether Advisors
Nebraska
$1.71M 39,259 – –
OMC
30
Old Mission Capital
Illinois
$1.65M 37,798 +37,798 New
CA
31
Cetera Advisors
Colorado
$1.49M 34,108 +6,249 +22%
MI
32
Motiv8 Investments
Florida
$1.47M 33,797 +2,504 +8%
FA
33
FSA Advisors
Michigan
$1.47M 33,746 -536 -2%
SW
34
Schulz Wealth
Texas
$1.38M 31,710 – –
SPC
35
Sigma Planning Corp
Michigan
$1.27M 29,277 +23,427 +400%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$1.26M 28,892 +452 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.14M 26,081 +16,399 +169%
LNC
38
Lincoln National Corp
Pennsylvania
$1.08M 24,762 +6,721 +37%
BMM
39
Berkshire Money Management
Massachusetts
$1.02M 23,376 – –
KCM
40
Kathmere Capital Management
Pennsylvania
$979K 22,477 -1,536 -6%
SS
41
Sunbelt Securities
Texas
$957K 21,985 – –
OIA
42
OneDigital Investment Advisors
Kansas
$932K 21,401 -270 -1%
LF
43
Lantz Financial
Illinois
$923K 21,198 +567 +3%
Jane Street
44
Jane Street
New York
$878K 20,165 +20,165 New
IA
45
IFP Advisors
Florida
$825K 18,956 +7,469 +65%
SWA
46
Stratos Wealth Advisors
Ohio
$813K 18,665 +3,681 +25%
SCA
47
Snowden Capital Advisors
New York
$750K 17,230 +17,230 New
ASN
48
Advisory Services Network
Georgia
$714K 16,405 +15,760 +2,443%
OCM
49
Orion Capital Management
California
$709K 16,295 – –
CWM
50
Collaborative Wealth Management
Florida
$604K 13,868 -7,366 -35%
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