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Innovator US Small Cap Power Buffer ETF January
KJAN

69 hedge funds and large institutions have $86M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

29% more capital invested

Capital invested by funds: $66.5M → $86M (+$19.5M)

15% more funds holding

Funds holding: 60 → 69 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.81% less ownership

Funds ownership: 75.3% → 70.49% (-4.8%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.96M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$4.01M
3
SI
Stephens Inc
Arkansas
+$1.93M
4
RTS
Round Table Services
New Jersey
+$1.68M
5
IA
IFP Advisors
Florida
+$1.67M

Top Sellers

1
ACM
Avalon Capital Management
California
-$435K
2
ACM
Arlington Capital Management
Illinois
-$395K
3
US Bancorp
US Bancorp
Minnesota
-$252K
4
CA
CoreCap Advisors
Michigan
-$116K
5
SB
Strategic Blueprint
Georgia
-$58.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$782K – – –
OMC
27
Old Mission Capital
Illinois
$757K +$751K +24,235 New
KAS
28
Kestra Advisory Services
Texas
$635K +$52K +1,680 +9%
SWA
29
Stratos Wealth Advisors
Ohio
$633K +$628K +20,269 New
MML Investors Services
30
MML Investors Services
Massachusetts
$551K -$248 -8 -0%
OIA
31
OneDigital Investment Advisors
Kansas
$542K +$217K +7,000 +68%
LNC
32
Lincoln National Corp
Pennsylvania
$527K +$523K +16,881 New
NFG
33
Nations Financial Group
Iowa
$513K +$62.1K +2,005 +14%
AL
34
ACAS LLC
California
$474K +$182K +5,881 +63%
CAN
35
Cetera Advisor Networks
California
$453K +$235K +7,589 +110%
AAS
36
Ameritas Advisory Services
Nebraska
$447K +$15.5K +500 +4%
SB
37
Strategic Blueprint
Georgia
$408K -$58.9K -1,902 -13%
AIA
38
Alera Investment Advisors
Illinois
$397K +$87.9K +2,839 +29%
AWM
39
AE Wealth Management
Kansas
$382K +$34.1K +1,100 +10%
APCM
40
Alaska Permanent Capital Management
Alaska
$378K +$375K +12,120 New
BWM
41
BCGM Wealth Management
Indiana
$348K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$316K +$91.4K +2,950 +41%
AWA
43
Arkadios Wealth Advisors
Georgia
$300K -$619 -20 -0.2%
WA
44
Wealth Alliance
New York
$289K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$281K +$15.5K +500 +6%
FWM
46
Frontier Wealth Management
Missouri
$275K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$267K -$35.8K -1,156 -12%
CA
48
Cetera Advisors
Colorado
$267K +$265K +8,542 New
MSFS
49
Main Street Financial Solutions
Pennsylvania
$265K – – –
Truist Financial
50
Truist Financial
North Carolina
$248K +$246K +7,939 New
1
2
3

KJAN Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2022, worth a combined $86M — up 29% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 2 closed out — a net gain of 13 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.96M. The largest seller was Avalon Capital Management, cutting an estimated $435K.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $86M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2022, up 29% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2022 and 2 closed out, a net change of +13 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2022 was HighTower Advisors, an estimated $8.96M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2022 was Avalon Capital Management, an estimated $435K sold.

Based on aggregated 13F filings for Q1 2022.