KJAN icon

Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

73 hedge funds and large institutions have $102M 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.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.17%
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
1
Gradient Investments
Minnesota
$22M
2
BMM
2
Berkshire Money Management
Massachusetts
$19.2M
3
CAG
3
Compass Advisory Group
New York
$9.03M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$1.84M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$4.55M

Top Sellers

1
PWA
1
Pillar Wealth Advisors
Pennsylvania
$0
2
IA
2
IFP Advisors
Florida
$1.07M
3
BWM
3
BCGM Wealth Management
Indiana
$0
4
ACM
4
Arlington Capital Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$663K 21,572 +5,460 +34%
William Blair & Company
27
William Blair & Company
Illinois
$636K 20,695 +20,695 New
NFG
28
Nations Financial Group
Iowa
$602K 19,597 +3,358 +21%
WA
29
Wealth Alliance
New York
$591K 19,243 +10,000 +108%
OIA
30
OneDigital Investment Advisors
Kansas
$569K 18,522 +6,428 +53%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$547K 17,800 -75 -0.4%
LNC
32
Lincoln National Corp
Pennsylvania
$536K 17,436 +555 +3%
Truist Financial
33
Truist Financial
North Carolina
$530K 17,231 +9,313 +118%
AL
34
ACAS LLC
California
$485K 15,768 +250 +2%
ICG
35
InterOcean Capital Group
Tennessee
$466K 15,169 – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$435K 14,161 +14,161 New
SAG
37
SageView Advisory Group
California
$419K 13,645 +361 +3%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$416K 13,529 +13,329 +6,665%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$385K 12,521 +3,838 +44%
AIA
40
Alera Investment Advisors
Illinois
$348K 11,318 -2,619 -19%
CWM
41
Collaborative Wealth Management
Florida
$345K 11,224 – –
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$341K 11,098 +1,188 +12%
QOP
43
Quinn Opportunity Partners
Virginia
$307K 10,000 +10,000 New
CWS
44
Cypress Wealth Services
California
$301K 9,793 +9,793 New
AWM
45
AE Wealth Management
Kansas
$289K 9,405 -1,100 -10%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$278K 9,060 +9,060 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$272K 8,850 – –
MSFS
48
Main Street Financial Solutions
Pennsylvania
$261K 8,480 – –
T
49
TRUADVICE
Florida
$254K 8,300 – –
DI
50
Diligent Investors
California
$244K 7,947 -303 -4%
1
2
3 4