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Innovator US Small Cap Power Buffer ETF January
KJAN

127 hedge funds and large institutions have $225M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

5% more funds holding

Funds holding: 121 → 127 (+6)

3.75% more ownership

Funds ownership: 67.24% → 70.99% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

67% less capital invested

Capital invested by funds: $689M → $225M (-$464M)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
50
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.7M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.26M
3
William Blair & Company
William Blair & Company
Illinois
+$2.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.2M
5
CAG
Compass Advisory Group
New York
+$1.78M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.34M
2
ACM
Avalon Capital Management
California
-$3.35M
3
KAS
Kestra Advisory Services
Texas
-$1.65M
4
OMC
Old Mission Capital
Illinois
-$1.54M
5
CIAS
Capital Investment Advisory Services
North Carolina
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.92M -$52.2K -1,402 -3%
SB
27
Strategic Blueprint
Georgia
$1.76M +$1.02M +27,352 +125%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$1.61M +$1.67M +44,932 New
Truist Financial
29
Truist Financial
North Carolina
$1.59M +$274K +7,347 +20%
IFG
30
Independent Financial Group
California
$1.53M -$140K -3,768 -8%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.48M +$413K +11,103 +37%
FA
32
Faithward Advisors
Pennsylvania
$1.43M +$911K +24,459 +156%
ODFS
33
O'Donnell Financial Services
California
$1.43M +$1.49M +39,910 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$10.1K +271 +0.7%
RCWM
35
Red Crane Wealth Management
California
$1.34M +$46.1K +1,239 +3%
DFA
36
DHJJ Financial Advisors
Illinois
$1.29M +$49.3K +1,323 +4%
IA
37
IFP Advisors
Florida
$1.27M +$7.41K +199 +0.6%
CAL
38
Capital Analysts LLC
Pennsylvania
$1.22M +$271K +7,267 +27%
JSL
39
JT Stratford LLC
Georgia
$1.16M -$44.9K -1,206 -4%
HAS
40
HBW Advisory Services
California
$1.15M +$174K +4,663 +17%
OIA
41
OneDigital Investment Advisors
Kansas
$1.1M -$323K -8,664 -22%
WCG
42
Weaver Consulting Group
California
$1.09M +$3.5K +94 +0.3%
AAS
43
Avantax Advisory Services
Texas
$1.06M +$34.8K +935 +3%
FA
44
FSA Advisors
Michigan
$1.05M -$24.8K -667 -2%
BIM
45
Bullseye Investment Management
Ohio
$971K -$224K -6,025 -18%
WA
46
Wealth Alliance
New York
$918K -$36.6K -983 -4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$896K +$37.7K +1,013 +4%
MFS
48
Miller Financial Services
Michigan
$887K -$24K -645 -3%
BAM
49
Belpointe Asset Management
Nevada
$828K +$376K +10,108 +77%
BWM
50
BCGM Wealth Management
Indiana
$813K +$495K +13,284 +140%
1
2
3 4 5

KJAN Hedge Fund Activity: Q1 2025 in Review

127 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2025, worth a combined $225M — down 67% from $689M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 7 closed out — a net gain of 8 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.7M. The largest seller was Berkshire Money Management, cutting an estimated $4.34M.

  • 127 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $225M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2025, down 67% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2025 and 7 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2025 was Cetera Investment Advisers, an estimated $11.7M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2025 was Berkshire Money Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2025.