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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

83 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
25
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
TCWP
Ohio
$7.45M
2
MOS
2
MGO One Seven
Ohio
$7.45M
3
W
3
Wealthquest
Ohio
$9.49M
4
OWM
4
Opes Wealth Management
California
$1.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.34M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
OMC
2
Old Mission Capital
Illinois
$861K
3
OCM
3
Orion Capital Management
California
$620K
4
CAN
4
Cetera Advisor Networks
California
$1.45M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$9.49M 270,025 +68,624 +34%
MOS
2
MGO One Seven
Ohio
$7.45M 211,782 +211,782 New
T
3
TCWP
Ohio
$7.45M 211,782 +211,782 New
IIA
4
Integral Investment Advisors
California
$6.55M 186,262 +5,779 +3%
MW
5
Marcum Wealth
Ohio
$5.75M 163,533 +4,057 +3%
BMM
6
Berkshire Money Management
Massachusetts
$5.39M 153,190 -1,324 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.84M 137,748 +23,569 +21%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.01M 113,948 +933 +0.8%
SCA
9
Stuart Chaussee & Associates
California
$3.83M 109,000 -120 -0.1%
PCM
10
Penserra Capital Management
California
$2.96M 84,222 -5,808 -6%
DFA
11
DHJJ Financial Advisors
Illinois
$2.92M 83,047 -1,467 -2%
MWM
12
Maltin Wealth Management
New Jersey
$2.68M 76,309 – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.16M 61,530 +24,455 +66%
SB
14
Strategic Blueprint
Georgia
$2.14M 60,918 +5,887 +11%
OWM
15
Opes Wealth Management
California
$1.86M 52,820 +52,820 New
Truist Financial
16
Truist Financial
North Carolina
$1.7M 48,317 -2,700 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.54M 43,885 +277 +0.6%
CAN
18
Cetera Advisor Networks
California
$1.45M 41,364 -9,612 -19%
BA
19
Bellwether Advisors
Nebraska
$1.38M 39,259 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.34M 38,080 +38,080 New
KAS
21
Kestra Advisory Services
Texas
$1.23M 34,959 +5,286 +18%
MPCL
22
My Personal CFO LLC
Washington
$1.17M 33,160 +28,653 +636%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.09M 30,948 +30,948 New
HighTower Advisors
24
HighTower Advisors
Illinois
$925K 26,368 +2,982 +13%
CA
25
Cetera Advisors
Colorado
$922K 26,211 -6 -0%
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