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Innovator US Small Cap Power Buffer ETF January
KJAN

59 hedge funds and large institutions have $65.4M invested in Innovator US Small Cap Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

74% more funds holding

Funds holding: 34 → 59 (+25)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

62% more capital invested

Capital invested by funds: $40.3M → $65.4M (+$25.1M)

17.28% less ownership

Funds ownership: 69.34% → 52.06% (-17%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
59
Holders Change
+25
Holders Change %
+73.53%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
2
TWM
Tradition Wealth Management
Minnesota
+$2.34M
3
MW
Marcum Wealth
Ohio
+$2.04M
4
ACM
Avalon Capital Management
California
+$1.84M
5
CA
Corrado Advisors
New Jersey
+$1.25M

Top Sellers

1
CAG
Compass Advisory Group
New York
-$5.01M
2
PCS
Personal CFO Solutions
New Jersey
-$4.39M
3
PI
Parkside Investments
Illinois
-$600K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$473K
5
RTS
Round Table Services
New Jersey
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$502K +$244K +8,165 +98%
SS
27
Sunbelt Securities
Texas
$489K +$216K +7,228 +82%
IA
28
IFP Advisors
Florida
$470K +$461K +15,391 New
SI
29
Stephens Inc
Arkansas
$462K +$455K +15,186 New
ISG
30
Investment Security Group
Colorado
$409K +$402K +13,439 New
AWM
31
AE Wealth Management
Kansas
$359K +$98.2K +3,280 +39%
BWM
32
BCGM Wealth Management
Indiana
$358K – – –
CWM
33
Collaborative Wealth Management
Florida
$351K +$336K +11,224 New
VWA
34
Visionary Wealth Advisors
Illinois
$305K +$300K +10,016 New
AIA
35
Alera Investment Advisors
Illinois
$292K +$27.4K +914 +11%
WA
36
Wealth Alliance
New York
$281K +$277K +9,243 New
FWM
37
Frontier Wealth Management
Missouri
$276K +$271K +9,060 New
AL
38
ACAS LLC
California
$272K +$268K +8,945 New
US Bancorp
39
US Bancorp
Minnesota
$265K +$261K +8,710 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$258K – – –
T
41
TRUADVICE
Florida
$256K +$249K +8,300 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$255K -$59.9K -2,000 -19%
LNC
43
Lincoln National Corp
Pennsylvania
$254K +$250K +8,355 New
AAS
44
Avantax Advisory Services
Texas
$240K +$237K +7,929 New
WS
45
Wedbush Securities
California
$203K +$200K +6,670 New
Morgan Stanley
46
Morgan Stanley
New York
$76K – – –
TWP
47
TFO Wealth Partners
Ohio
$67K +$65.5K +2,188 New
NFG
48
Next Financial Group
Texas
$66K +$38.6K +1,289 +146%
AIC
49
Archer Investment Corporation
Indiana
$60.9K – – –
HI
50
Harbour Investments
Wisconsin
$56K +$54.7K +1,827 New
1
2
3

KJAN Hedge Fund Activity: Q1 2021 in Review

59 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2021, worth a combined $65.4M — up 62% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KJAN positions and 2 closed out — a net gain of 25 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $17.2M. The largest seller was Compass Advisory Group, cutting an estimated $5.01M.

  • 59 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $65.4M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2021, up 62% quarter-over-quarter.
  • 27 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2021 and 2 closed out, a net change of +25 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2021 was Citadel Advisors, an estimated $17.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2021 was Compass Advisory Group, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2021.