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Innovator US Small Cap Power Buffer ETF January
KJAN

74 hedge funds and large institutions have $103M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

82% more capital invested

Capital invested by funds: $56.4M → $103M (+$46.4M)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

7% more funds holding

Funds holding: 69 → 74 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.26% less ownership

Funds ownership: 74.52% → 61.25% (-13%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$22.2M
2
BMM
Berkshire Money Management
Massachusetts
+$17.7M
3
CAG
Compass Advisory Group
New York
+$1.87M
4
OBWG
Onyx Bridge Wealth Group
New York
+$1.86M
5
GSIS
Global Strategic Investment Solutions
Arizona
+$963K

Top Sellers

1
IA
IFP Advisors
Florida
-$609K
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$543K
3
BWM
BCGM Wealth Management
Indiana
-$353K
4
ACM
Arlington Capital Management
Illinois
-$309K
5
Jane Street
Jane Street
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$676K +$52K +1,674 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$663K +$170K +5,460 +34%
William Blair & Company
28
William Blair & Company
Illinois
$636K +$643K +20,695 New
NFG
29
Nations Financial Group
Iowa
$602K +$104K +3,358 +21%
WA
30
Wealth Alliance
New York
$591K +$311K +10,000 +108%
OIA
31
OneDigital Investment Advisors
Kansas
$569K +$200K +6,428 +53%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$547K -$2.33K -75 -0.4%
LNC
33
Lincoln National Corp
Pennsylvania
$536K +$17.2K +555 +3%
Truist Financial
34
Truist Financial
North Carolina
$530K +$289K +9,313 +118%
AL
35
ACAS LLC
California
$485K +$7.76K +250 +2%
ICG
36
InterOcean Capital Group
Tennessee
$466K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$435K +$440K +14,161 New
SAG
38
SageView Advisory Group
California
$419K +$11.2K +361 +3%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$416K +$414K +13,329 +6,665%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$385K +$119K +3,838 +44%
AIA
41
Alera Investment Advisors
Illinois
$348K -$81.3K -2,619 -19%
CWM
42
Collaborative Wealth Management
Florida
$345K – – –
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$341K +$36.9K +1,188 +12%
QOP
44
Quinn Opportunity Partners
Virginia
$307K +$311K +10,000 New
CWS
45
Cypress Wealth Services
California
$301K +$304K +9,793 New
AWM
46
AE Wealth Management
Kansas
$289K -$34.2K -1,100 -10%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$278K +$281K +9,060 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$272K – – –
MSFS
49
Main Street Financial Solutions
Pennsylvania
$261K – – –
T
50
TRUADVICE
Florida
$254K – – –
1
2
3 4

KJAN Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2023, worth a combined $103M — up 82% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $22.2M. The largest seller was IFP Advisors, cutting an estimated $609K.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $103M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2023, up 82% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2023 and 7 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2023 was Gradient Investments, an estimated $22.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2023.