We are live on ! Find out more
KJAN icon

Innovator US Small Cap Power Buffer ETF January
KJAN

86 hedge funds and large institutions have $152M 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.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

96% more capital invested

Capital invested by funds: $77.5M → $152M (+$74.5M)

28.17% more ownership

Funds ownership: 56.3% → 84.47% (+28%)

19% more funds holding

Funds holding: 72 → 86 (+14)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% 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
SMI Advisory Services
Indiana
+$18.6M
2
ODFS
O'Donnell Financial Services
California
+$12.3M
3
CAG
Compass Advisory Group
New York
+$11M
4
PP
PFS Partners
New Jersey
+$8.25M
5
BIM
Bullseye Investment Management
Ohio
+$3.46M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.88M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$2.67M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.94M
4
AAS
Avantax Advisory Services
Texas
-$1.2M
5
OMC
Old Mission Capital
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$959K -$10.8K -346 -1%
TF
27
Trek Financial
Arizona
$954K +$864K +27,798 New
CAL
28
Capital Analysts LLC
Pennsylvania
$893K – – –
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$796K +$338K +10,865 +88%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$771K -$91.2K -2,934 -12%
LNC
31
Lincoln National Corp
Pennsylvania
$664K +$87.7K +2,819 +17%
NFG
32
Nations Financial Group
Iowa
$664K -$4.66K -150 -0.8%
WA
33
Wealth Alliance
New York
$660K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$657K -$247K -7,951 -29%
Truist Financial
35
Truist Financial
North Carolina
$592K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$589K +$39.7K +1,276 +8%
CA
37
Cetera Advisors
Colorado
$555K -$5.29K -170 -1%
SAG
38
SageView Advisory Group
California
$554K +$94.4K +3,037 +23%
Citadel Advisors
39
Citadel Advisors
Florida
$501K +$454K +14,609 New
CPA
40
Clear Point Advisors
New York
$492K +$285K +9,168 New
MML Investors Services
41
MML Investors Services
Massachusetts
$471K +$427K +13,731 New
FA
42
FSA Advisors
Michigan
$454K +$411K +13,227 New
AL
43
ACAS LLC
California
$419K -$54.8K -1,763 -13%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$409K +$1.27K +41 +0.3%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$390K -$45.5K -1,462 -11%
CWM
46
Collaborative Wealth Management
Florida
$385K – – –
TA
47
TFB Advisors
Kansas
$383K -$41.8K -1,345 -11%
OIA
48
OneDigital Investment Advisors
Kansas
$383K -$197K -6,333 -36%
AWM
49
Apollon Wealth Management
South Carolina
$377K – – –
FA
50
Faithward Advisors
Pennsylvania
$359K +$332K +10,692 New
1
2
3 4

KJAN Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2023, worth a combined $152M — up 96% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KJAN positions and 7 closed out — a net gain of 15 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $18.6M. The largest seller was Berkshire Money Management, cutting an estimated $4.88M.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $152M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2023, up 96% quarter-over-quarter.
  • 22 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +15 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2023 was SMI Advisory Services, an estimated $18.6M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2023 was Berkshire Money Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2023.