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Innovator US Small Cap Power Buffer ETF January
KJAN

69 hedge funds and large institutions have $86M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

29% more capital invested

Capital invested by funds: $66.5M → $86M (+$19.5M)

15% more funds holding

Funds holding: 60 → 69 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.81% less ownership

Funds ownership: 75.3% → 70.49% (-4.8%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.96M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$4.01M
3
SI
Stephens Inc
Arkansas
+$1.93M
4
RTS
Round Table Services
New Jersey
+$1.68M
5
IA
IFP Advisors
Florida
+$1.67M

Top Sellers

1
ACM
Avalon Capital Management
California
-$435K
2
ACM
Arlington Capital Management
Illinois
-$395K
3
US Bancorp
US Bancorp
Minnesota
-$252K
4
CA
CoreCap Advisors
Michigan
-$116K
5
SB
Strategic Blueprint
Georgia
-$58.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
51
TRUADVICE
Florida
$246K – – –
Wolverine Trading
52
Wolverine Trading
Illinois
$245K +$242K +7,799 New
SAF
53
Smith Anglin Financial
Texas
$235K +$233K +7,517 New
WS
54
Wedbush Securities
California
$234K +$35.6K +1,150 +18%
CRWM
55
Castle Rock Wealth Management
California
$214K – – –
CWS
56
Cypress Wealth Services
California
$203K +$202K +6,511 New
AWA
57
Alaska Wealth Advisors
Alaska
$202K +$201K +6,476 New
BWM
58
Baystate Wealth Management
Massachusetts
$83K – – –
Morgan Stanley
59
Morgan Stanley
New York
$78K – – –
TWP
60
TFO Wealth Partners
Ohio
$68K – – –
AIC
61
Archer Investment Corporation
Indiana
$64.4K +$3.5K +113 +6%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$31K – – –
US Bancorp
63
US Bancorp
Minnesota
$18K -$252K -8,138 -93%
BFC
64
Bedel Financial Consulting
Indiana
$17K – – –
APA
65
American Portfolios Advisors
New York
$14.1K – – –
GI
66
Gradient Investments
Minnesota
$13K – – –
WT
67
Whittier Trust
California
$6K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
UBS Group
69
UBS Group
Switzerland
$3K +$3.22K +104 New
ACM
70
Arlington Capital Management
Illinois
– -$395K -12,196 Closed
CA
71
CoreCap Advisors
Michigan
– -$116K -3,575 Closed
1 2
3

KJAN Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2022, worth a combined $86M — up 29% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 2 closed out — a net gain of 13 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.96M. The largest seller was Avalon Capital Management, cutting an estimated $435K.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $86M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2022, up 29% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2022 and 2 closed out, a net change of +13 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2022 was HighTower Advisors, an estimated $8.96M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2022 was Avalon Capital Management, an estimated $435K sold.

Based on aggregated 13F filings for Q1 2022.