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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

85 hedge funds and large institutions have $151M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
22
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
1
SMI Advisory Services
Indiana
$20.1M
2
ODFS
2
O'Donnell Financial Services
California
$13.6M
3
CAG
3
Compass Advisory Group
New York
$17.5M
4
PP
4
PFS Partners
New Jersey
$9.1M
5
BIM
5
Bullseye Investment Management
Ohio
$3.82M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$16.4M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.93M
4
AAS
4
Avantax Advisory Services
Texas
$1.05M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
26
Trek Financial
Arizona
$954K 27,798 +27,798 New
CAL
27
Capital Analysts LLC
Pennsylvania
$893K 26,037 – –
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$796K 23,205 +10,865 +88%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$771K 22,461 -2,934 -12%
LNC
30
Lincoln National Corp
Pennsylvania
$664K 19,355 +2,819 +17%
NFG
31
Nations Financial Group
Iowa
$664K 19,339 -150 -0.8%
WA
32
Wealth Alliance
New York
$660K 19,243 – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$657K 19,163 -7,951 -29%
Truist Financial
34
Truist Financial
North Carolina
$592K 17,247 – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$589K 17,165 +1,276 +8%
CA
36
Cetera Advisors
Colorado
$555K 16,168 -170 -1%
SAG
37
SageView Advisory Group
California
$554K 16,254 +3,037 +23%
Citadel Advisors
38
Citadel Advisors
Florida
$501K 14,609 +14,609 New
CPA
39
Clear Point Advisors
New York
$492K 9,168 +9,168 New
MML Investors Services
40
MML Investors Services
Massachusetts
$471K 13,731 +13,731 New
FA
41
FSA Advisors
Michigan
$454K 13,227 +13,227 New
AL
42
ACAS LLC
California
$419K 12,215 -1,763 -13%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$409K 11,910 +41 +0.3%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$390K 11,357 -1,462 -11%
CWM
45
Collaborative Wealth Management
Florida
$385K 11,224 – –
TA
46
TFB Advisors
Kansas
$383K 11,165 -1,345 -11%
OIA
47
OneDigital Investment Advisors
Kansas
$383K 11,159 -6,333 -36%
AWM
48
Apollon Wealth Management
South Carolina
$377K 11,000 – –
FA
49
Faithward Advisors
Pennsylvania
$359K 10,692 +10,692 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$348K 9,950 – –
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