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Innovator US Small Cap Power Buffer ETF January
KJAN

66 hedge funds and large institutions have $70.8M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 69 → 66 (-3)

4.76% less ownership

Funds ownership: 70.49% → 65.73% (-4.8%)

18% less capital invested

Capital invested by funds: $86M → $70.8M (-$15.1M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
+$1.8M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$1.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$625K
5
AWM
Apollon Wealth Management
South Carolina
+$487K

Top Sellers

1
ACM
Avalon Capital Management
California
-$7.5M
2
CAG
Compass Advisory Group
New York
-$2.94M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$584K
4
MML Investors Services
MML Investors Services
Massachusetts
-$551K
5
SB
Strategic Blueprint
Georgia
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
51
Diligent Investors
California
$219K +$228K +7,750 New
SAF
52
Smith Anglin Financial
Texas
$212K – – –
CA
53
CoreCap Advisors
Michigan
$90K +$94.3K +3,200 New
BWM
54
Baystate Wealth Management
Massachusetts
$75K – – –
Morgan Stanley
55
Morgan Stanley
New York
$71K – – –
TWP
56
TFO Wealth Partners
Ohio
$62K – – –
AIC
57
Archer Investment Corporation
Indiana
$59.7K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$57K +$29.5K +1,000 +100%
HI
59
Harbour Investments
Wisconsin
$33K +$34.4K +1,167 New
UBS Group
60
UBS Group
Switzerland
$18K +$15.3K +521 +501%
US Bancorp
61
US Bancorp
Minnesota
$16K – – –
APA
62
American Portfolios Advisors
New York
$12.7K – – –
GI
63
Gradient Investments
Minnesota
$11K – – –
WT
64
Whittier Trust
California
$6K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$256 – – –
ACM
67
Avalon Capital Management
California
– -$7.5M -254,842 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$551K -17,647 Closed
SB
69
Strategic Blueprint
Georgia
– -$408K -13,065 Closed
WS
70
Wedbush Securities
California
– -$234K -7,495 Closed
CRWM
71
Castle Rock Wealth Management
California
– -$214K -6,925 Closed
CWS
72
Cypress Wealth Services
California
– -$203K -6,511 Closed
AWA
73
Alaska Wealth Advisors
Alaska
– -$202K -6,476 Closed
BFC
74
Bedel Financial Consulting
Indiana
– -$17K -551 Closed
1 2
3

KJAN Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2022, worth a combined $70.8M — down 18% from $86M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJAN and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Stephens Inc, adding an estimated $1.8M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $7.5M sold.

  • 66 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $70.8M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2022 was Stephens Inc, an estimated $1.8M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2022 was Avalon Capital Management, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2022.