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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

68 hedge funds and large institutions have $55.2M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
7
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
PFS Partners
New Jersey
$3.85M
2
Cerity Partners
2
Cerity Partners
New York
$1.44M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.31M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$546K

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$718K
2
SI
2
Stephens Inc
Arkansas
$434K
3
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$307K
4
OMC
4
Old Mission Capital
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$206K 6,895 +6,895 New
CA
52
CoreCap Advisors
Michigan
$86.7K 2,900 +2,900 New
Morgan Stanley
53
Morgan Stanley
New York
$74.8K 2,500 – –
TWP
54
TFO Wealth Partners
Ohio
$74.1K 2,930 +742 +34%
SWM
55
Sugarloaf Wealth Management
Georgia
$71.8K 2,400 +2,400 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$60K 2,000 – –
AIC
57
Archer Investment Corporation
Indiana
$59.8K 2,000 – –
PFM
58
Phillips Financial Management
Indiana
$41.6K 1,392 – –
HI
59
Harbour Investments
Wisconsin
$34.9K 1,167 – –
HSA
60
HBK Sorce Advisory
Pennsylvania
$30K 40,000 +20,000 +100%
US Bancorp
61
US Bancorp
Minnesota
$17.1K 572 – –
GI
62
Gradient Investments
Minnesota
$12.2K 407 – –
MPCL
63
My Personal CFO LLC
Washington
$5.98K 200 +200 New
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$5.98K 200 +200 New
WT
65
Whittier Trust
California
$5.98K 200 – –
BWM
66
Baystate Wealth Management
Massachusetts
$5K 182 – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K 79 -90 -53%
Wells Fargo
68
Wells Fargo
California
$897 30 +30 New
OMC
69
Old Mission Capital
Illinois
– – -92,317 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– – -16,722 Closed
AAS
71
Ameritas Advisory Services
Nebraska
– – -14,552 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– – -11,728 Closed
UBS Group
73
UBS Group
Switzerland
– – -6,196 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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