Innovator US Small Cap Power Buffer ETF January
KJAN
53 hedge funds and large institutions have $43.7M invested in Innovator US Small Cap Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.
9.13% more ownership
Funds ownership: 34.99% → 44.12% (+9.1%)
0% more capital invested
Capital invested by funds: $43.7M → $43.7M (+$39.5K)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
9% less funds holding
Funds holding: 58 → 53 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
Top Sellers
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$2.81M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$2.13M |
| 3 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$1.03M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$599K |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $14K | – | – | – |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $13K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $6K | – | – | – |
|
|
TWM
54
Tradition Wealth Management
Edina,
Minnesota
| – | -$2.81M | -90,174 | Closed |
|
|
MW
55
Marcum Wealth
Cleveland,
Ohio
| – | -$2.13M | -68,360 | Closed |
|
|
PI
56
Parkside Investments
Deerfield,
Illinois
| – | -$1.03M | -32,975 | Closed |
|
|
57
Wolverine Trading
Chicago,
Illinois
| – | -$599K | -19,217 | Closed |
|
|
LNC
58
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$261K | -8,355 | Closed |
|
|
SVWAG
59
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$224K | -7,184 | Closed |
|
|
SCA
60
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$19K | -623 | Closed |
|
KJAN Hedge Fund Activity: Q3 2021 in Review
53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2021, worth a combined $43.7M — up 0.09% from $43.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of KJAN and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Avalon Capital Management, adding an estimated $6.08M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $2.81M sold.
- 53 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2021, down from 58 in Q2 2021.
- Funds reported $43.7M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2021, up 0.09% quarter-over-quarter.
- 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2021 and 7 closed out, a net change of -4 holders.
- The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2021 was Avalon Capital Management, an estimated $6.08M added.
- The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2021 was Tradition Wealth Management, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2021.