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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
17
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWG
1
Crown Wealth Group
North Carolina
$12M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$4.95M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M
4
FA
4
FSA Advisors
Michigan
$1.4M
5
LPL Financial
5
LPL Financial
California
$1.38M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.16M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.78M
4
SB
4
Strategic Blueprint
Georgia
$1.51M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$973K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.9M 438,039 +35,213 +9%
CWG
2
Crown Wealth Group
North Carolina
$12M 294,899 +294,899 New
IIA
3
Integral Investment Advisors
California
$7.13M 174,490 -3,348 -2%
PCM
4
Penserra Capital Management
California
$6.17M 151,002 +22,461 +17%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.04M 123,278 -1,221 -1%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$4.95M 121,238 +61,391 +103%
SCA
7
Stuart Chaussee & Associates
California
$4.45M 109,000 – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.29M 104,989 -161 -0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.16M 101,738 -54,392 -35%
MWM
10
Maltin Wealth Management
New Jersey
$3.1M 75,909 – –
DFA
11
DHJJ Financial Advisors
Illinois
$2.97M 72,783 -5,602 -7%
OWM
12
Opes Wealth Management
California
$2.39M 58,545 +455 +0.8%
CAN
13
Cetera Advisor Networks
California
$2.07M 50,650 -7,452 -13%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.78M 43,630 +3,690 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.78M 43,593 -28,007 -39%
BA
16
Bellwether Advisors
Nebraska
$1.6M 39,259 – –
Truist Financial
17
Truist Financial
North Carolina
$1.57M 38,457 -3,160 -8%
MPCL
18
My Personal CFO LLC
Washington
$1.53M 37,340 +4,380 +13%
SB
19
Strategic Blueprint
Georgia
$1.51M 36,972 -24,218 -40%
FA
20
FSA Advisors
Michigan
$1.4M 34,282 +34,282 New
LPL Financial
21
LPL Financial
California
$1.38M 33,810 +33,810 New
KAS
22
Kestra Advisory Services
Texas
$1.38M 33,809 +2,012 +6%
TC
23
TownSquare Capital
Utah
$1.36M 33,175 +13,929 +72%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.33M 32,420 -2,407 -7%
SW
25
Schulz Wealth
Texas
$1.3M 31,710 +31,710 New
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