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Innovator US Small Cap Power Buffer ETF January
KJAN

121 hedge funds and large institutions have $689M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more capital invested

Capital invested by funds: $313M → $689M (+$376M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 117 → 121 (+4)

5.75% less ownership

Funds ownership: 72.99% → 67.24% (-5.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

65% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 57

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
20
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$1.87M
2
BIM
Bullseye Investment Management
Ohio
+$1.26M
3
OMC
Old Mission Capital
Illinois
+$1.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$540K
5
Jane Street
Jane Street
New York
+$449K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$56.3M
2
ODFS
O'Donnell Financial Services
California
-$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.4M
4
GI
Gradient Investments
Minnesota
-$10.7M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.95M +$1.2M +31,562 +154%
IFG
27
Independent Financial Group
California
$1.74M -$60.4K -1,587 -3%
William Blair & Company
28
William Blair & Company
Illinois
$1.66M – – –
OIA
29
OneDigital Investment Advisors
Kansas
$1.47M -$168K -4,411 -10%
Raymond James Financial
30
Raymond James Financial
Florida
$1.45M +$1.48M +38,868 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$200K +5,267 +16%
Truist Financial
32
Truist Financial
North Carolina
$1.39M -$104K -2,724 -7%
RCWM
33
Red Crane Wealth Management
California
$1.36M +$1.38M +36,355 New
IA
34
IFP Advisors
Florida
$1.32M +$232K +6,103 +21%
DFA
35
DHJJ Financial Advisors
Illinois
$1.29M -$193K -5,073 -13%
JSL
36
JT Stratford LLC
Georgia
$1.25M -$75.4K -1,980 -6%
BIM
37
Bullseye Investment Management
Ohio
$1.24M +$1.26M +33,180 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.17M +$73.1K +1,922 +7%
WCG
39
Weaver Consulting Group
California
$1.14M -$88K -2,313 -7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.14M +$540K +14,200 +88%
CIAS
41
Capital Investment Advisory Services
North Carolina
$1.12M -$47.7K -1,254 -4%
FA
42
FSA Advisors
Michigan
$1.11M – – –
AAS
43
Avantax Advisory Services
Texas
$1.07M +$21.3K +560 +2%
Jane Street
44
Jane Street
New York
$1.06M +$449K +11,790 +72%
HAS
45
HBW Advisory Services
California
$1.03M -$1.71K -45 -0.2%
CAL
46
Capital Analysts LLC
Pennsylvania
$998K – – –
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$997K -$291K -7,641 -22%
WA
48
Wealth Alliance
New York
$996K – – –
MFS
49
Miller Financial Services
Michigan
$951K +$969K +25,455 New
GTAM
50
Global Trust Asset Management
Florida
$905K -$9.89K -260 -1%
1
2
3 4 5

KJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2024, worth a combined $689M — up 120% from $313M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KJAN positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 57 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.87M. The largest seller was Berkshire Money Management, cutting an estimated $56.3M.

  • 121 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $689M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2024, up 120% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2024 and 11 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2024 was Kestra Advisory Services, an estimated $1.87M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2024 was Berkshire Money Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2024.