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Innovator US Small Cap Power Buffer ETF January
KJAN

123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

117% more capital invested

Capital invested by funds: $152M → $330M (+$178M)

43% more funds holding

Funds holding: 86 → 123 (+37)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10.13% less ownership

Funds ownership: 84.47% → 74.34% (-10%)

Holders
123
Holders Change
+37
Holders Change %
+43.02%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
55
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$41.3M
2
LC
Legacy CG
Texas
+$15.8M
3
SI
Stephens Inc
Arkansas
+$13M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.5M
5
PCS
Personal CFO Solutions
New Jersey
+$10.4M

Top Sellers

1
SAS
SMI Advisory Services
Indiana
-$16.7M
2
BIM
Bullseye Investment Management
Ohio
-$3.82M
3
SCA
Stuart Chaussee & Associates
California
-$1.32M
4
AWM
AE Wealth Management
Kansas
-$896K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.47M +$1.81M +52,788 +308%
SS
27
Sunbelt Securities
Texas
$2.44M +$462K +13,470 +24%
MW
28
Marcum Wealth
Ohio
$2.07M +$2.01M +58,535 New
LNC
29
Lincoln National Corp
Pennsylvania
$1.94M +$1.21M +35,458 +183%
CA
30
Corrado Advisors
New Jersey
$1.86M +$432K +12,605 +31%
PCA
31
Pallas Capital Advisors
Massachusetts
$1.81M +$1.75M +51,145 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.79M +$968K +28,248 +126%
IFG
33
Independent Financial Group
California
$1.71M +$280K +8,167 +20%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$1.63M -$222K -6,481 -12%
William Blair & Company
35
William Blair & Company
Illinois
$1.58M +$1.53M +44,553 New
Truist Financial
36
Truist Financial
North Carolina
$1.51M +$868K +25,334 +147%
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$1.46M +$1.41M +41,199 New
DFA
38
DHJJ Financial Advisors
Illinois
$1.45M +$41.9K +1,222 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.35M +$360K +10,498 +38%
RJA
40
Raymond James & Associates
Florida
$1.23M +$1.2M +34,906 New
CCG
41
Catalina Capital Group
California
$1.22M +$1.18M +34,406 New
LPL Financial
42
LPL Financial
California
$1.17M +$113K +3,307 +11%
WCG
43
Weaver Consulting Group
California
$1.16M +$1.12M +32,657 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$24.9K +727 +2%
AAS
45
Avantax Advisory Services
Texas
$1.11M +$29K +847 +3%
FA
46
FSA Advisors
Michigan
$1.08M +$591K +17,257 +130%
JSL
47
JT Stratford LLC
Georgia
$1.07M +$1.04M +30,314 New
PCS
48
Private Client Services
Kentucky
$969K +$939K +27,401 New
CAL
49
Capital Analysts LLC
Pennsylvania
$946K +$23.8K +695 +3%
WA
50
Wealth Alliance
New York
$943K +$254K +7,419 +39%
1
2
3 4 5

KJAN Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2024, worth a combined $330M — up 117% from $152M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KJAN positions and 4 closed out — a net gain of 38 holders — while 55 added to existing stakes and 16 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $41.3M. The largest seller was SMI Advisory Services, cutting an estimated $16.7M.

  • 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $330M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2024, up 117% quarter-over-quarter.
  • 42 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2024 and 4 closed out, a net change of +38 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2024 was Berkshire Money Management, an estimated $41.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2024 was SMI Advisory Services, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.