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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

122 hedge funds and large institutions have $299M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
40
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$5.71M
2
AF
2
Allworth Financial
California
$4.24M
3
BMM
3
Berkshire Money Management
Massachusetts
$61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.49M
5
CCG
5
Catalina Capital Group
California
$2.76M

Top Sellers

1
LC
1
Legacy CG
Texas
$500K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
SAS
4
SMI Advisory Services
Indiana
$1.98M
5
PCS
5
Private Client Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Sunbelt Securities
Texas
$2.3M 65,850 -3,200 -5%
SAS
27
SMI Advisory Services
Indiana
$1.98M 56,988 -52,628 -48%
MW
28
Marcum Wealth
Ohio
$1.98M 56,853 -1,682 -3%
PCA
29
Pallas Capital Advisors
Massachusetts
$1.94M 53,387 +2,242 +4%
CA
30
Corrado Advisors
New Jersey
$1.79M 51,377 -1,328 -3%
LPL Financial
31
LPL Financial
California
$1.79M 51,290 +18,301 +55%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.61M 45,999 -4,710 -9%
William Blair & Company
33
William Blair & Company
Illinois
$1.56M 44,553 – –
Truist Financial
34
Truist Financial
North Carolina
$1.49M 42,628 +47 +0.1%
DFA
35
DHJJ Financial Advisors
Illinois
$1.4M 40,136 -770 -2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$1.35M 38,538 -7,549 -16%
JSL
37
JT Stratford LLC
Georgia
$1.23M 35,140 +4,826 +16%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.16M 33,100 +596 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.14M 32,607 +13,321 +69%
WCG
40
Weaver Consulting Group
California
$1.1M 31,601 -1,056 -3%
FA
41
FSA Advisors
Michigan
$1.06M 30,454 -30 -0.1%
OIA
42
OneDigital Investment Advisors
Kansas
$1.01M 28,966 +18,390 +174%
MWM
43
Maltin Wealth Management
New Jersey
$1.01M 28,900 +8,541 +42%
AAS
44
Avantax Advisory Services
Texas
$984K 28,192 -3,202 -10%
HAS
45
HBW Advisory Services
California
$963K 27,578 +27,578 New
CAL
46
Capital Analysts LLC
Pennsylvania
$933K 26,732 – –
WA
47
Wealth Alliance
New York
$931K 26,662 – –
GTAM
48
Global Trust Asset Management
Florida
$925K 26,500 – –
TF
49
Trek Financial
Arizona
$742K 21,248 -176 -0.8%
SB
50
Strategic Blueprint
Georgia
$737K 21,118 +1,641 +8%
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