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Innovator US Small Cap Power Buffer ETF January

69 hedge funds and large institutions have $56.4M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

8.54% more ownership

Funds ownership: 65.97%74.52% (+8.5%)

13% less capital invested

Capital invested by funds: $65.1M → $56.4M (-$8.7M)

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
7
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Pillar Wealth Advisors
Pennsylvania
$543K -$349K -11,655 -39%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$535K -$154K -5,148 -22%
LNC
28
Lincoln National Corp
Pennsylvania
$505K
NFG
29
Nations Financial Group
Iowa
$486K -$2.54K -85 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$482K -$194K -6,480 -29%
AL
31
ACAS LLC
California
$464K +$465K +15,518 New
ICG
32
InterOcean Capital Group
Tennessee
$454K -$305K -10,202 -40%
SI
33
Stephens Inc
Arkansas
$434K -$3.33M -111,346 -88%
AIA
34
Alera Investment Advisors
Illinois
$417K -$45.2K -1,510 -10%
SAG
35
SageView Advisory Group
California
$397K +$398K +13,284 New
APCM
36
Alaska Permanent Capital Management
Alaska
$363K
OIA
37
OneDigital Investment Advisors
Kansas
$362K -$152K -5,092 -30%
BWM
38
BCGM Wealth Management
Indiana
$353K
CWM
39
Collaborative Wealth Management
Florida
$336K
AWM
40
AE Wealth Management
Kansas
$314K -$30.5K -1,020 -9%
ACM
41
Arlington Capital Management
Illinois
$309K +$309K +10,316 New
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$307K -$2.86M -95,701 -91%
WA
43
Wealth Alliance
New York
$276K
Jane Street
44
Jane Street
New York
$270K +$271K +9,037 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$266K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$260K -$5K -167 -2%
T
47
TRUADVICE
Florida
$259K
MSFS
48
Main Street Financial Solutions
Pennsylvania
$254K
DI
49
Diligent Investors
California
$247K
Truist Financial
50
Truist Financial
North Carolina
$237K

KJAN Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2022, worth a combined $56.4M — down 13% from $65.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 5 closed out — a net gain of 8 holders — while 7 added to existing stakes and 29 trimmed.

The largest buyer was PFS Partners, opening a new position worth an estimated $3.86M. The largest seller was HighTower Advisors, cutting an estimated $7.84M.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.4M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2022 was PFS Partners, an estimated $3.86M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2022 was HighTower Advisors, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2022.