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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

105 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
20
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
1
Seros Financial
Arizona
$5.61M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.66M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.01M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
AA
5
Armis Advisers
Georgia
$1.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.24M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$0
4
RA
4
RFG Advisory
Alabama
$588K
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
26
Schulz Wealth
Texas
$1.54M 32,130 – –
CA
27
CoreCap Advisors
Michigan
$1.44M 30,002 -12,535 -29%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.35M 28,119 -489 -2%
AA
29
Armis Advisers
Georgia
$1.2M 25,062 +25,062 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$1.2M 25,009 -3,040 -11%
BMM
31
Berkshire Money Management
Massachusetts
$1.12M 23,267 – –
LF
32
Lantz Financial
Illinois
$963K 20,082 -115 -0.6%
SS
33
Sunbelt Securities
Texas
$904K 18,865 -2,170 -10%
ASN
34
Advisory Services Network
Georgia
$787K 16,405 – –
TC
35
TownSquare Capital
Utah
$786K 16,398 -2,736 -14%
MML Investors Services
36
MML Investors Services
Massachusetts
$761K 15,868 -10,179 -39%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$745K 15,547 +15,547 New
SB
38
Strategic Blueprint
Georgia
$725K 15,128 -75 -0.5%
CWM
39
Collaborative Wealth Management
Florida
$664K 13,857 – –
BCM
40
Brookstone Capital Management
Illinois
$662K 13,797 +2,305 +20%
FCM
41
Firestone Capital Management
Florida
$646K 13,480 – –
SWA
42
Stratos Wealth Advisors
Ohio
$636K 13,256 -5,409 -29%
OCM
43
Orion Capital Management
California
$627K 13,086 -1,801 -12%
OIA
44
OneDigital Investment Advisors
Kansas
$627K 13,079 -6,095 -32%
SPC
45
Sigma Planning Corp
Michigan
$595K 12,412 -13,743 -53%
FFN
46
Focus Financial Network
Minnesota
$592K 12,338 -66 -0.5%
RA
47
RFG Advisory
Alabama
$588K 12,267 -25,203 -67%
CPIG
48
Chicago Partners Investment Group
Illinois
$586K 12,186 – –
AAP
49
Arax Advisory Partners
Colorado
$584K 12,189 +470 +4%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$583K 12,156 +1,131 +10%
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