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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

76 hedge funds and large institutions have $110M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$14M
2
MW
2
MBL Wealth
North Carolina
$4.08M
3
AF
3
Allworth Financial
California
$3.44M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.29M
5
TA
5
TFB Advisors
Kansas
$442K

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$13.7M
2
AWM
2
Apollon Wealth Management
South Carolina
$556K
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
Cerity Partners
4
Cerity Partners
New York
$825K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$700K 21,902 -80 -0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$698K 21,821 +249 +1%
SWA
28
Stratos Wealth Advisors
Ohio
$659K 20,615 -2,244 -10%
NFG
29
Nations Financial Group
Iowa
$627K 19,589 -8 -0%
WA
30
Wealth Alliance
New York
$615K 19,243 – –
OIA
31
OneDigital Investment Advisors
Kansas
$592K 18,522 – –
AWM
32
Apollon Wealth Management
South Carolina
$556K 17,400 -81,050 -82%
Truist Financial
33
Truist Financial
North Carolina
$551K 17,231 – –
LNC
34
Lincoln National Corp
Pennsylvania
$529K 16,536 -900 -5%
SAG
35
SageView Advisory Group
California
$514K 16,078 +2,433 +18%
ICG
36
InterOcean Capital Group
Tennessee
$485K 15,169 – –
AL
37
ACAS LLC
California
$483K 15,107 -661 -4%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$445K 13,917 +388 +3%
TA
39
TFB Advisors
Kansas
$442K 13,833 +13,833 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$398K 12,440 -5,360 -30%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$382K 11,950 -571 -5%
BWM
42
BCGM Wealth Management
Indiana
$378K 11,809 +11,809 New
CWM
43
Collaborative Wealth Management
Florida
$359K 11,224 – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$358K 11,204 -2,957 -21%
AIA
45
Alera Investment Advisors
Illinois
$345K 10,792 -526 -5%
CA
46
CoreCap Advisors
Michigan
$330K 10,322 +10,322 New
CWS
47
Cypress Wealth Services
California
$320K 9,793 – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$319K 9,950 +1,100 +12%
VBFP
49
Valtinson Bruner Financial Planning
Minnesota
$318K 9,942 -1,156 -10%
GS
50
GTS Securities
New York
$307K 9,603 +9,603 New
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