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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

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.

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
1
Citadel Advisors
Florida
$17.9M
2
TWM
2
Tradition Wealth Management
Minnesota
$6.22M
3
MW
3
Marcum Wealth
Ohio
$2.08M
4
ACM
4
Avalon Capital Management
California
$1.87M
5
CA
5
Corrado Advisors
New Jersey
$1.27M

Top Sellers

1
CAG
1
Compass Advisory Group
New York
$3.17M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
PI
3
Parkside Investments
Illinois
$1.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$868K
5
RTS
5
Round Table Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$502K 16,501 +8,165 +98%
SS
27
Sunbelt Securities
Texas
$489K 16,079 +7,228 +82%
IA
28
IFP Advisors
Florida
$470K 15,391 +15,391 New
SI
29
Stephens Inc
Arkansas
$462K 15,186 +15,186 New
ISG
30
Investment Security Group
Colorado
$409K 13,439 +13,439 New
AWM
31
AE Wealth Management
Kansas
$359K 11,780 +3,280 +39%
BWM
32
BCGM Wealth Management
Indiana
$358K 11,809 – –
CWM
33
Collaborative Wealth Management
Florida
$351K 11,224 +11,224 New
VWA
34
Visionary Wealth Advisors
Illinois
$305K 10,016 +10,016 New
AIA
35
Alera Investment Advisors
Illinois
$292K 9,605 +914 +11%
WA
36
Wealth Alliance
New York
$281K 9,243 +9,243 New
FWM
37
Frontier Wealth Management
Missouri
$276K 9,060 +9,060 New
AL
38
ACAS LLC
California
$272K 8,945 +8,945 New
US Bancorp
39
US Bancorp
Minnesota
$265K 8,710 +8,710 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$258K 8,480 – –
T
41
TRUADVICE
Florida
$256K 8,300 +8,300 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$255K 8,350 -2,000 -19%
LNC
43
Lincoln National Corp
Pennsylvania
$254K 8,355 +8,355 New
AAS
44
Avantax Advisory Services
Texas
$240K 7,929 +7,929 New
WS
45
Wedbush Securities
California
$203K 6,670 +6,670 New
Morgan Stanley
46
Morgan Stanley
New York
$76K 2,500 – –
TWP
47
TFO Wealth Partners
Ohio
$67K 2,188 +2,188 New
NFG
48
Next Financial Group
Texas
$66K 2,171 +1,289 +146%
AIC
49
Archer Investment Corporation
Indiana
$60.9K 2,000 – –
HI
50
Harbour Investments
Wisconsin
$56K 1,827 +1,827 New
1
2
3