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Innovator US Small Cap Power Buffer ETF January
KJAN

86 hedge funds and large institutions have $152M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

96% more capital invested

Capital invested by funds: $77.5M → $152M (+$74.5M)

28.17% more ownership

Funds ownership: 56.3% → 84.47% (+28%)

19% more funds holding

Funds holding: 72 → 86 (+14)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
22
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$18.6M
2
ODFS
O'Donnell Financial Services
California
+$12.3M
3
CAG
Compass Advisory Group
New York
+$11M
4
PP
PFS Partners
New Jersey
+$8.25M
5
BIM
Bullseye Investment Management
Ohio
+$3.46M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.88M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$2.67M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.94M
4
AAS
Avantax Advisory Services
Texas
-$1.2M
5
OMC
Old Mission Capital
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$348K – – –
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$341K – – –
CWS
53
Cypress Wealth Services
California
$336K – – –
CA
54
CoreCap Advisors
Michigan
$335K -$17.7K -569 -6%
BWM
55
BCGM Wealth Management
Indiana
$330K +$8.96K +288 +3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$311K – – –
SB
57
Strategic Blueprint
Georgia
$308K +$280K +8,991 New
AWA
58
Arete Wealth Advisors
Illinois
$287K +$260K +8,368 New
AIA
59
Alera Investment Advisors
Illinois
$283K -$53.7K -1,727 -17%
DI
60
Diligent Investors
California
$273K – – –
SWP
61
Summit Wealth Partners
Florida
$261K +$28.5K +918 +14%
MSFS
62
Main Street Financial Solutions
Pennsylvania
$257K – – –
WS
63
Wedbush Securities
California
$230K – – –
CWM
64
Castle Wealth Management
Florida
$221K +$201K +6,450 New
1W
65
1776 Wealth
Georgia
$218K +$197K +6,350 New
JP Morgan Chase
66
JP Morgan Chase
New York
$216K +$196K +6,301 New
ICG
67
InterOcean Capital Group
Tennessee
$212K -$56K -1,800 -23%
SI
68
Stephens Inc
Arkansas
$207K -$18.7K -600 -9%
BFG
69
Berger Financial Group
Minnesota
$206K -$56.2K -1,807 -23%
SWM
70
Sugarloaf Wealth Management
Georgia
$191K +$98.7K +3,175 +132%
Morgan Stanley
71
Morgan Stanley
New York
$172K +$77.7K +2,500 +100%
HI
72
Harbour Investments
Wisconsin
$92.7K -$7.4K -238 -8%
CIAS
73
Capital Investment Advisory Services
North Carolina
$80.1K +$72.6K +2,336 New
TWP
74
TFO Wealth Partners
Ohio
$75.1K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$69K – – –
1 2
3
4

KJAN Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2023, worth a combined $152M — up 96% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KJAN positions and 7 closed out — a net gain of 15 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $18.6M. The largest seller was Berkshire Money Management, cutting an estimated $4.88M.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $152M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2023, up 96% quarter-over-quarter.
  • 22 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +15 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2023 was SMI Advisory Services, an estimated $18.6M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2023 was Berkshire Money Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2023.