IJAN icon

Innovator International Developed Power Buffer ETF January
IJAN

Overview Fund Activity

84 hedge funds and large institutions have $148M invested in Innovator International Developed Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
39
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$19.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.4M
3
SI
Stephens Inc
Arkansas
+$2.91M
4
SAG
SageView Advisory Group
California
+$2.8M
5
AGA
Accuvest Global Advisors
Utah
+$2.2M

Top Sellers

1
HWM
HFG Wealth Management
Texas
-$1.41M
2
MSRI
Michael S. Ryan Inc
New York
-$724K
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$681K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$521K
5
GSIS
Global Strategic Investment Solutions
Arizona
-$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$1.25M -$16K -511 -1%
DFA
27
DHJJ Financial Advisors
Illinois
$1.17M +$10.1K +323 +0.9%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$521K -16,649 -31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.09M -$64K -2,046 -6%
LF
30
Lantz Financial
Illinois
$1.08M +$32.6K +1,041 +3%
NA
31
NewEdge Advisors
Louisiana
$1.04M +$251K +8,018 +32%
CWS
32
Cypress Wealth Services
California
$1.02M – – –
KAS
33
Kestra Advisory Services
Texas
$1.01M +$474K +15,151 +89%
BFG
34
Berger Financial Group
Minnesota
$994K +$299K +9,556 +43%
LPL Financial
35
LPL Financial
California
$901K -$3K -96 -0.3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$823K +$823K +26,300 New
SB
37
Strategic Blueprint
Georgia
$753K +$222K +7,104 +42%
LNC
38
Lincoln National Corp
Pennsylvania
$718K +$163K +5,217 +29%
WA
39
Wealth Alliance
New York
$694K +$315K +10,053 +83%
PA
40
PFG Advisors
Arizona
$637K +$415K +13,268 +187%
RJA
41
Raymond James & Associates
Florida
$622K +$622K +19,878 New
FCFC
42
First Commonwealth Financial Corp
Pennsylvania
$601K +$601K +19,223 New
ICG
43
InterOcean Capital Group
Tennessee
$599K +$599K +19,141 New
PWA
44
Pillar Wealth Advisors
Pennsylvania
$597K – – –
AAS
45
Avantax Advisory Services
Texas
$551K +$162K +5,170 +42%
CWM
46
Castle Wealth Management
Florida
$533K +$312K +9,982 +142%
W
47
WorthPointe
California
$532K +$532K +16,993 New
SRA
48
Secured Retirement Advisors
Minnesota
$460K +$460K +14,703 New
TWM
49
Tradition Wealth Management
Minnesota
$414K -$15.1K -483 -4%
BWM
50
BCS Wealth Management
Tennessee
$403K +$160K +5,134 +66%
1
2
3 4