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Innovator US Small Cap Power Buffer ETF January
KJAN

66 hedge funds and large institutions have $70.8M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 69 → 66 (-3)

4.76% less ownership

Funds ownership: 70.49% → 65.73% (-4.8%)

18% less capital invested

Capital invested by funds: $86M → $70.8M (-$15.1M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
+$1.8M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$1.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$625K
5
AWM
Apollon Wealth Management
South Carolina
+$487K

Top Sellers

1
ACM
Avalon Capital Management
California
-$7.5M
2
CAG
Compass Advisory Group
New York
-$2.94M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$584K
4
MML Investors Services
MML Investors Services
Massachusetts
-$551K
5
SB
Strategic Blueprint
Georgia
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$789K -$59.1K -2,005 -7%
ICG
27
InterOcean Capital Group
Tennessee
$740K -$75.6K -2,566 -9%
SWA
28
Stratos Wealth Advisors
Ohio
$712K +$146K +4,951 +24%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$663K -$46.4K -1,575 -6%
OIA
30
OneDigital Investment Advisors
Kansas
$486K -$4.77K -162 -0.9%
Wolverine Trading
31
Wolverine Trading
Illinois
$483K +$272K +9,221 +118%
LNC
32
Lincoln National Corp
Pennsylvania
$477K – – –
AL
33
ACAS LLC
California
$462K +$5.42K +184 +1%
NFG
34
Nations Financial Group
Iowa
$461K -$2.42K -82 -0.5%
AIA
35
Alera Investment Advisors
Illinois
$435K +$79K +2,683 +21%
AAS
36
Ameritas Advisory Services
Nebraska
$418K +$14.7K +500 +3%
CAN
37
Cetera Advisor Networks
California
$388K -$23.6K -800 -6%
OMC
38
Old Mission Capital
Illinois
$364K -$334K -11,352 -47%
BWM
39
BCGM Wealth Management
Indiana
$355K – – –
APCM
40
Alaska Permanent Capital Management
Alaska
$342K – – –
AWM
41
AE Wealth Management
Kansas
$326K -$20.6K -700 -6%
CWM
42
Collaborative Wealth Management
Florida
$317K +$331K +11,224 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$307K +$21.5K +729 +7%
AWA
44
Arkadios Wealth Advisors
Georgia
$271K – – –
WA
45
Wealth Alliance
New York
$261K – – –
FWM
46
Frontier Wealth Management
Missouri
$256K – – –
T
47
TRUADVICE
Florida
$251K – – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$240K – – –
CA
49
Cetera Advisors
Colorado
$237K -$4.04K -137 -2%
Truist Financial
50
Truist Financial
North Carolina
$224K – – –
1
2
3

KJAN Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2022, worth a combined $70.8M — down 18% from $86M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJAN and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Stephens Inc, adding an estimated $1.8M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $7.5M sold.

  • 66 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $70.8M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2022 was Stephens Inc, an estimated $1.8M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2022 was Avalon Capital Management, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2022.