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Innovator US Small Cap Power Buffer ETF January
KJAN

53 hedge funds and large institutions have $43.7M invested in Innovator US Small Cap Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.13% more ownership

Funds ownership: 34.99% → 44.12% (+9.1%)

0% more capital invested

Capital invested by funds: $43.7M → $43.7M (+$39.5K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

9% less funds holding

Funds holding: 58 → 53 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
+$6.08M
2
Jane Street
Jane Street
New York
+$1.07M
3
AIC
Ameritas Investment Company
Nebraska
+$332K
4
OIA
OneDigital Investment Advisors
Kansas
+$321K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$274K

Top Sellers

1
TWM
Tradition Wealth Management
Minnesota
-$2.81M
2
MW
Marcum Wealth
Ohio
-$2.13M
3
PI
Parkside Investments
Illinois
-$1.03M
4
Wolverine Trading
Wolverine Trading
Illinois
-$599K
5
CAG
Compass Advisory Group
New York
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCGM Wealth Management
Indiana
$374K – – –
SB
27
Strategic Blueprint
Georgia
$340K +$80.3K +2,588 +31%
OIA
28
OneDigital Investment Advisors
Kansas
$322K +$321K +10,348 New
AIA
29
Alera Investment Advisors
Illinois
$312K +$1.27K +41 +0.4%
WA
30
Wealth Alliance
New York
$288K – – –
FWM
31
Frontier Wealth Management
Missouri
$282K – – –
AL
32
ACAS LLC
California
$279K – – –
IA
33
IFP Advisors
Florida
$274K -$217K -6,988 -44%
US Bancorp
34
US Bancorp
Minnesota
$271K – – –
T
35
TRUADVICE
Florida
$266K – – –
MSFS
36
Main Street Financial Solutions
Pennsylvania
$264K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$262K – – –
AAS
38
Avantax Advisory Services
Texas
$247K – – –
CRWM
39
Castle Rock Wealth Management
California
$222K +$215K +6,925 New
WS
40
Wedbush Securities
California
$204K – – –
BWM
41
Baystate Wealth Management
Massachusetts
$83K +$77.2K +2,487 +1,366%
Morgan Stanley
42
Morgan Stanley
New York
$78K – – –
NFG
43
Next Financial Group
Texas
$68K – – –
TWP
44
TFO Wealth Partners
Ohio
$68K – – –
AIC
45
Archer Investment Corporation
Indiana
$62.3K +$62K +2,000 New
HI
46
Harbour Investments
Wisconsin
$57K – – –
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$47K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$31K – – –
UBS Group
49
UBS Group
Switzerland
$29K +$9.68K +312 +49%
BFC
50
Bedel Financial Consulting
Indiana
$17K – – –
1
2
3

KJAN Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2021, worth a combined $43.7M — up 0.09% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of KJAN and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Avalon Capital Management, adding an estimated $6.08M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $2.81M sold.

  • 53 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2021, down from 58 in Q2 2021.
  • Funds reported $43.7M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2021, up 0.09% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2021 and 7 closed out, a net change of -4 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2021 was Avalon Capital Management, an estimated $6.08M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2021 was Tradition Wealth Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2021.