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Innovator US Small Cap Power Buffer ETF January

69 hedge funds and large institutions have $56.4M 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, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

8.54% more ownership

Funds ownership: 65.97%74.52% (+8.5%)

13% less capital invested

Capital invested by funds: $65.1M → $56.4M (-$8.7M)

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
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
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
51
Smith Anglin Financial
Texas
$225K
WS
52
Wedbush Securities
California
$206K +$206K +6,895 New
CA
53
CoreCap Advisors
Michigan
$86.7K +$86.8K +2,900 New
Morgan Stanley
54
Morgan Stanley
New York
$74.8K
TWP
55
TFO Wealth Partners
Ohio
$74.1K +$22.2K +742 +34%
SWM
56
Sugarloaf Wealth Management
Georgia
$71.8K +$71.8K +2,400 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$60K
AIC
58
Archer Investment Corporation
Indiana
$59.8K
PFM
59
Phillips Financial Management
Indiana
$41.6K
HI
60
Harbour Investments
Wisconsin
$34.9K
HSA
61
HBK Sorce Advisory
Pennsylvania
$30K +$599K +20,000 +100%
US Bancorp
62
US Bancorp
Minnesota
$17.1K
GI
63
Gradient Investments
Minnesota
$12.2K
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$5.98K +$5.99K +200 New
MPCL
65
My Personal CFO LLC
Washington
$5.98K +$5.99K +200 New
WT
66
Whittier Trust
California
$5.98K
BWM
67
Baystate Wealth Management
Massachusetts
$5K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.69K -90 -53%
Wells Fargo
69
Wells Fargo
California
$897 +$898 +30 New
OMC
70
Old Mission Capital
Illinois
-$2.6M -92,317 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$471K -16,722 Closed
AAS
72
Ameritas Advisory Services
Nebraska
-$410K -14,552 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$330K -11,728 Closed
UBS Group
74
UBS Group
Switzerland
-$175K -6,196 Closed

KJAN Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2022, worth a combined $56.4M — down 13% from $65.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 5 closed out — a net gain of 8 holders — while 7 added to existing stakes and 29 trimmed.

The largest buyer was PFS Partners, opening a new position worth an estimated $3.86M. The largest seller was HighTower Advisors, cutting an estimated $7.84M.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.4M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2022 was PFS Partners, an estimated $3.86M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2022 was HighTower Advisors, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2022.