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Innovator International Developed Power Buffer ETF January
IJAN

Overview Fund Activity

66 hedge funds and large institutions have $132M invested in Innovator International Developed Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+25
Holders Change %
+60.98%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
26
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$10.3M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$8.54M
3
HCA
Heck Capital Advisors
Wisconsin
+$8M
4
William Blair & Company
William Blair & Company
Illinois
+$6.76M
5
MW
MBL Wealth
North Carolina
+$4.96M

Top Sellers

1
SS
Sunbelt Securities
Texas
-$490K
2
W
WPWealth
Texas
-$453K
3
SWA
Stratos Wealth Advisors
Ohio
-$316K
4
BWM
BCGM Wealth Management
Indiana
-$231K
5
HSA
HBK Sorce Advisory
Pennsylvania
-$205K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$250K +$250K +8,773 New
BWM
52
BCS Wealth Management
Tennessee
$241K +$241K +8,485 New
SWP
53
Summit Wealth Partners
Florida
$241K +$241K +8,461 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$236K +$16.5K +579 +8%
W
55
WPWealth
Texas
$225K -$453K -15,915 -67%
LNC
56
Lincoln National Corp
Pennsylvania
$209K +$209K +7,336 New
SVWAG
57
Sound View Wealth Advisors Group
Georgia
$205K +$205K +7,213 New
KCM
58
Kathmere Capital Management
Pennsylvania
$203K +$203K +7,132 New
SS
59
Sunbelt Securities
Texas
$75.2K -$490K -17,307 -87%
UBS Group
60
UBS Group
Switzerland
$72.6K +$72.6K +2,551 New
AAS
61
Ameritas Advisory Services
Nebraska
$71.4K +$71.4K +2,500 New
TWP
62
TFO Wealth Partners
Ohio
$69.6K +$10.3K +363 +17%
PFM
63
Phillips Financial Management
Indiana
$50.2K – – –
HI
64
Harbour Investments
Wisconsin
$45.5K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.2K -$66 -2,337 -3%
HSA
67
HBK Sorce Advisory
Pennsylvania
– -$205K -180,000 Closed
BWM
68
BCGM Wealth Management
Indiana
– -$231K -8,654 Closed
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