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Innovator US Small Cap Power Buffer ETF January
KJAN

123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

117% more capital invested

Capital invested by funds: $152M → $330M (+$178M)

43% more funds holding

Funds holding: 86 → 123 (+37)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10.13% less ownership

Funds ownership: 84.47% → 74.34% (-10%)

Holders
123
Holders Change
+37
Holders Change %
+43.02%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
55
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$41.3M
2
LC
Legacy CG
Texas
+$15.8M
3
SI
Stephens Inc
Arkansas
+$13M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.5M
5
PCS
Personal CFO Solutions
New Jersey
+$10.4M

Top Sellers

1
SAS
SMI Advisory Services
Indiana
-$16.7M
2
BIM
Bullseye Investment Management
Ohio
-$3.82M
3
SCA
Stuart Chaussee & Associates
California
-$1.32M
4
AWM
AE Wealth Management
Kansas
-$896K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
51
Global Trust Asset Management
Florida
$937K +$908K +26,500 New
SRA
52
Secured Retirement Advisors
Minnesota
$759K +$735K +21,465 New
TF
53
Trek Financial
Arizona
$758K -$218K -6,374 -23%
SAG
54
SageView Advisory Group
California
$721K +$323K +9,425 +58%
MWM
55
Maltin Wealth Management
New Jersey
$720K +$698K +20,359 New
SB
56
Strategic Blueprint
Georgia
$689K +$359K +10,486 +117%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$682K +$4.21K +123 +0.6%
AWA
58
Arete Wealth Advisors
Illinois
$681K +$373K +10,875 +130%
NFG
59
Nations Financial Group
Iowa
$680K -$3.43K -100 -0.5%
NA
60
NewEdge Advisors
Louisiana
$605K +$586K +17,098 New
ASN
61
Advisory Services Network
Georgia
$605K +$586K +17,096 New
Jane Street
62
Jane Street
New York
$602K +$583K +17,007 New
VL
63
Vima LLC
Michigan
$597K +$666K +19,427 New
FA
64
Faithward Advisors
Pennsylvania
$549K +$166K +4,831 +45%
MML Investors Services
65
MML Investors Services
Massachusetts
$547K +$59.2K +1,728 +13%
CA
66
CoreCap Advisors
Michigan
$530K +$180K +5,244 +54%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$526K +$168K +4,900 +49%
CPA
68
Clear Point Advisors
New York
$508K +$178K +5,181 +57%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$484K -$326K -9,520 -41%
SPC
70
Sigma Planning Corp
Michigan
$482K +$467K +13,619 New
CBFP
71
Cedar Brook Financial Partners
Ohio
$470K +$456K +13,301 New
AL
72
ACAS LLC
California
$463K +$30.3K +883 +7%
SWM
73
Sugarloaf Wealth Management
Georgia
$460K +$255K +7,436 +133%
W
74
WorthPointe
California
$458K +$443K +12,940 New
CWM
75
Castle Wealth Management
Florida
$448K +$213K +6,206 +96%
1 2
3
4 5

KJAN Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2024, worth a combined $330M — up 117% from $152M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KJAN positions and 4 closed out — a net gain of 38 holders — while 55 added to existing stakes and 16 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $41.3M. The largest seller was SMI Advisory Services, cutting an estimated $16.7M.

  • 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $330M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2024, up 117% quarter-over-quarter.
  • 42 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2024 and 4 closed out, a net change of +38 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2024 was Berkshire Money Management, an estimated $41.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2024 was SMI Advisory Services, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.