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Innovator US Small Cap Power Buffer ETF January
KJAN

74 hedge funds and large institutions have $103M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

82% more capital invested

Capital invested by funds: $56.4M → $103M (+$46.4M)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

7% more funds holding

Funds holding: 69 → 74 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.26% less ownership

Funds ownership: 74.52% → 61.25% (-13%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$22.2M
2
BMM
Berkshire Money Management
Massachusetts
+$17.7M
3
CAG
Compass Advisory Group
New York
+$1.87M
4
OBWG
Onyx Bridge Wealth Group
New York
+$1.86M
5
GSIS
Global Strategic Investment Solutions
Arizona
+$963K

Top Sellers

1
IA
IFP Advisors
Florida
-$609K
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$543K
3
BWM
BCGM Wealth Management
Indiana
-$353K
4
ACM
Arlington Capital Management
Illinois
-$309K
5
Jane Street
Jane Street
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
51
Diligent Investors
California
$244K -$9.41K -303 -4%
SI
52
Stephens Inc
Arkansas
$240K -$208K -6,703 -46%
AFP
53
Ausdal Financial Partners
Iowa
$226K +$228K +7,352 New
APCM
54
Alaska Permanent Capital Management
Alaska
$223K -$151K -4,851 -40%
WS
55
Wedbush Securities
California
$212K – – –
SVWAG
56
Sound View Wealth Advisors Group
Georgia
$209K +$211K +6,791 New
SWP
57
Summit Wealth Partners
Florida
$206K +$208K +6,694 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$112K +$113K +3,650 New
Morgan Stanley
59
Morgan Stanley
New York
$76.8K – – –
SWM
60
Sugarloaf Wealth Management
Georgia
$73.8K – – –
TWP
61
TFO Wealth Partners
Ohio
$67.2K -$23K -742 -25%
AIC
62
Archer Investment Corporation
Indiana
$61.5K – – –
HI
63
Harbour Investments
Wisconsin
$61.3K +$25.7K +828 +71%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$61K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$50K +$48.1K +1,549 +1,961%
AAS
66
Ameritas Advisory Services
Nebraska
$46.1K +$46.6K +1,500 New
PFM
67
Phillips Financial Management
Indiana
$42.8K – – –
UBS Group
68
UBS Group
Switzerland
$29.8K +$30.2K +971 New
US Bancorp
69
US Bancorp
Minnesota
$17.6K – – –
BAM
70
Belpointe Asset Management
Nevada
$16.2K +$16.3K +526 New
WT
71
Whittier Trust
California
$6.14K – – –
BWM
72
Baystate Wealth Management
Massachusetts
$5.59K – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$2.94K +$569K +18,327 +24%
Wells Fargo
74
Wells Fargo
California
$922 – – –
HSA
75
HBK Sorce Advisory
Pennsylvania
– -$30K -40,000 Closed
1 2
3
4

KJAN Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2023, worth a combined $103M — up 82% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $22.2M. The largest seller was IFP Advisors, cutting an estimated $609K.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $103M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2023, up 82% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2023 and 7 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2023 was Gradient Investments, an estimated $22.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2023.