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Innovator US Small Cap Power Buffer ETF January

72 hedge funds and large institutions have $77.5M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.3% less ownership

Funds ownership: 59.61%56.3% (-3.3%)

6% less funds holding

Funds holding: 7772 (-5)

30% less capital invested

Capital invested by funds: $111M → $77.5M (-$33.7M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$537K -$32.9K -1,030 -6%
Truist Financial
27
Truist Financial
North Carolina
$530K +$512 +16 +0.1%
LNC
28
Lincoln National Corp
Pennsylvania
$508K
CA
29
Cetera Advisors
Colorado
$502K -$178K -5,564 -25%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$488K -$190K -5,932 -27%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$462K +$123K +3,850 +34%
AL
32
ACAS LLC
California
$429K -$36.1K -1,129 -7%
SAG
33
SageView Advisory Group
California
$406K -$91.5K -2,861 -18%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$394K -$35.1K -1,098 -8%
TA
35
TFB Advisors
Kansas
$384K -$42.3K -1,323 -10%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$379K -$3.2K -100 -0.8%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$365K -$2.59K -81 -0.7%
CWM
38
Collaborative Wealth Management
Florida
$345K
AWM
39
Apollon Wealth Management
South Carolina
$338K -$205K -6,400 -37%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$321K
CA
41
CoreCap Advisors
Michigan
$317K
AIA
42
Alera Investment Advisors
Illinois
$306K -$26.5K -828 -8%
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$305K
CWS
44
Cypress Wealth Services
California
$301K
BWM
45
BCGM Wealth Management
Indiana
$286K -$79.5K -2,486 -21%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$278K
AWM
47
AE Wealth Management
Kansas
$265K -$24.8K -775 -8%
T
48
TRUADVICE
Florida
$248K
ICG
49
InterOcean Capital Group
Tennessee
$245K -$230K -7,199 -47%
DI
50
Diligent Investors
California
$244K

KJAN Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2023, worth a combined $77.5M — down 30% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJAN and 3 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was MBL Wealth, adding an estimated $4.17M. The largest seller was Gradient Investments, cutting an estimated $13.6M.

  • 72 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2023, down from 77 in Q2 2023.
  • Funds reported $77.5M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2023, down 30% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2023 was MBL Wealth, an estimated $4.17M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2023 was Gradient Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2023.