Innovator US Small Cap Power Buffer ETF January
KJAN
123 hedge funds and large institutions have $300M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
0% more funds holding
Funds holding: 123 → 123 (0)
0.71% less ownership
Funds ownership: 74.34% → 73.63% (-0.71%)
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
9% less capital invested
Capital invested by funds: $330M → $300M (-$29.3M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$4.25M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$3.9M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$2.21M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.14M |
| 5 |
CCG
Catalina Capital Group
Torrance,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$15.5M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$10.7M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.94M |
| 4 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$1.83M |
| 5 |
PCS
Private Client Services
Louisville,
Kentucky
|
-$969K |
KJAN Hedge Fund Activity: Q2 2024 in Review
123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2024, worth a combined $300M — down 8.9% from $330M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KJAN positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 43 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, adding an estimated $4.25M. The largest seller was Legacy CG, cutting an estimated $15.5M.
- 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $300M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2024, down 8.9% quarter-over-quarter.
- 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2024 and 10 closed out, a net change of +3 holders.
- The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2024 was Cary Street Partners Investment Advisory, an estimated $4.25M added.
- The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2024 was Legacy CG, an estimated $15.5M sold.
Based on aggregated 13F filings for Q2 2024.