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Innovator US Small Cap Power Buffer ETF January

72 hedge funds and large institutions have $77.5M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 33 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: 11 (0)

3.3% less ownership

Funds ownership: 59.61%56.3% (-3.3%)

6% less funds holding

Funds holding: 7772 (-5)

30% less capital invested

Capital invested by funds: $111M → $77.5M (-$33.7M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$240K
MSFS
52
Main Street Financial Solutions
Pennsylvania
$230K -$32K -1,000 -12%
APCM
53
Alaska Permanent Capital Management
Alaska
$223K
WS
54
Wedbush Securities
California
$206K -$3.2K -100 -1%
SWP
55
Summit Wealth Partners
Florida
$206K
SI
56
Stephens Inc
Arkansas
$204K -$14.1K -440 -6%
HI
57
Harbour Investments
Wisconsin
$90.3K +$12K +375 +15%
Morgan Stanley
58
Morgan Stanley
New York
$76.8K
SWM
59
Sugarloaf Wealth Management
Georgia
$73.7K
TWP
60
TFO Wealth Partners
Ohio
$70K
AIC
61
Archer Investment Corporation
Indiana
$61.4K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$61K
UBS Group
63
UBS Group
Switzerland
$59.6K -$3.84K -120 -6%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$50K
PFM
65
Phillips Financial Management
Indiana
$42.8K
Bank of America
66
Bank of America
North Carolina
$38.4K +$40K +1,251 New
AF
67
Allworth Financial
California
$36.9K -$3.4M -106,332 -99%
SPIA
68
Steward Partners Investment Advisory
New York
$31.9K +$9.69K +303 +41%
GI
69
Gradient Investments
Minnesota
$26.7K -$13.6M -426,589 -100%
US Bancorp
70
US Bancorp
Minnesota
$17.6K
WT
71
Whittier Trust
California
$6.14K
BWM
72
Baystate Wealth Management
Massachusetts
$5.59K
PP
73
PFS Partners
New Jersey
-$4.19M -131,017 Closed
OBWG
74
Onyx Bridge Wealth Group
New York
-$2.05M -64,090 Closed
Cerity Partners
75
Cerity Partners
New York
-$825K -25,800 Closed

KJAN Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2023, worth a combined $77.5M — down 30% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJAN and 3 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was MBL Wealth, adding an estimated $4.17M. The largest seller was Gradient Investments, cutting an estimated $13.6M.

  • 72 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2023, down from 77 in Q2 2023.
  • Funds reported $77.5M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2023, down 30% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2023 was MBL Wealth, an estimated $4.17M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2023 was Gradient Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2023.