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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.3M
2
BMM
2
Berkshire Money Management
Massachusetts
$68.6M
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$1.16M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M
5
OMC
5
Old Mission Capital
Illinois
$761K

Top Sellers

1
CCG
1
Catalina Capital Group
California
$0
2
RA
2
RFG Advisory
Alabama
$570K
3
SAS
3
SMI Advisory Services
Indiana
$0
4
KAS
4
Kestra Advisory Services
Texas
$3.49M
5
CA
5
Corrado Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MW
26
Marcum Wealth
Ohio
$2.09M 56,367 -486 -0.9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.66M 44,744 -1,255 -3%
William Blair & Company
28
William Blair & Company
Illinois
$1.65M 44,553 – –
OIA
29
OneDigital Investment Advisors
Kansas
$1.63M 43,868 +14,902 +51%
Truist Financial
30
Truist Financial
North Carolina
$1.48M 39,897 -2,731 -6%
DFA
31
DHJJ Financial Advisors
Illinois
$1.47M 39,742 -394 -1%
JSL
32
JT Stratford LLC
Georgia
$1.32M 35,527 +387 +1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$1.27M 34,334 -4,204 -11%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.23M 33,100 – –
WCG
35
Weaver Consulting Group
California
$1.22M 32,787 +1,186 +4%
CIAS
36
Capital Investment Advisory Services
North Carolina
$1.16M 31,215 +27,854 +829%
FA
37
FSA Advisors
Michigan
$1.11M 29,917 -537 -2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.09M 29,427 -3,180 -10%
MWM
39
Maltin Wealth Management
New Jersey
$1.09M 29,347 +447 +2%
IA
40
IFP Advisors
Florida
$1.09M 29,331 -39,101 -57%
AAS
41
Avantax Advisory Services
Texas
$1.04M 28,182 -10 -0%
HAS
42
HBW Advisory Services
California
$1.02M 27,531 -47 -0.2%
CAL
43
Capital Analysts LLC
Pennsylvania
$991K 26,732 – –
WA
44
Wealth Alliance
New York
$988K 26,662 – –
GTAM
45
Global Trust Asset Management
Florida
$908K 24,500 -2,000 -8%
SB
46
Strategic Blueprint
Georgia
$833K 22,473 +1,355 +6%
Citadel Advisors
47
Citadel Advisors
Florida
$773K 20,864 +3,839 +23%
OMC
48
Old Mission Capital
Illinois
$761K 20,523 +20,523 New
AWA
49
Arete Wealth Advisors
Illinois
$712K 19,243 – –
NFG
50
Nations Financial Group
Iowa
$701K 18,920 -144 -0.8%
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