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Innovator US Small Cap Power Buffer ETF January

63 hedge funds and large institutions have $65.1M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 65.73%65.97% (+0.24%)

5% less funds holding

Funds holding: 6663 (-3)

8% less capital invested

Capital invested by funds: $70.8M → $65.1M (-$5.69M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
26
InterOcean Capital Group
Tennessee
$715K -$24.6K -830 -3%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$649K -$12.7K -430 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$637K -$251K -8,452 -27%
OIA
29
OneDigital Investment Advisors
Kansas
$484K
LNC
30
Lincoln National Corp
Pennsylvania
$476K
Citadel Advisors
31
Citadel Advisors
Florida
$471K -$386K -13,031 -44%
NFG
32
Nations Financial Group
Iowa
$460K
AIA
33
Alera Investment Advisors
Illinois
$435K +$1.69K +57 +0.4%
AAS
34
Ameritas Advisory Services
Nebraska
$410K -$7.29K -246 -2%
CAN
35
Cetera Advisor Networks
California
$386K
BWM
36
BCGM Wealth Management
Indiana
$352K
APCM
37
Alaska Permanent Capital Management
Alaska
$341K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$330K -$844K -28,480 -71%
AWM
39
AE Wealth Management
Kansas
$325K
CWM
40
Collaborative Wealth Management
Florida
$316K
WA
41
Wealth Alliance
New York
$260K
T
42
TRUADVICE
Florida
$251K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$249K -$59.3K -2,000 -18%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$239K
CA
45
Cetera Advisors
Colorado
$237K
DI
46
Diligent Investors
California
$232K +$14.8K +500 +6%
Truist Financial
47
Truist Financial
North Carolina
$223K -$622 -21 -0.3%
SAF
48
Smith Anglin Financial
Texas
$212K
UBS Group
49
UBS Group
Switzerland
$175K +$165K +5,571 +891%
Morgan Stanley
50
Morgan Stanley
New York
$70K

KJAN Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2022, worth a combined $65.1M — down 8% from $70.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KJAN and 3 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 8 added.

The largest buyer was Old Mission Capital, adding an estimated $2.35M. The largest seller was Compass Advisory Group, cutting an estimated $2.88M.

  • 63 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2022, down from 66 in Q2 2022.
  • Funds reported $65.1M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2022, down 8% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2022 was Old Mission Capital, an estimated $2.35M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2022 was Compass Advisory Group, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2022.