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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

122 hedge funds and large institutions have $299M 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.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
40
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$5.71M
2
AF
2
Allworth Financial
California
$4.24M
3
BMM
3
Berkshire Money Management
Massachusetts
$61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.49M
5
CCG
5
Catalina Capital Group
California
$2.76M

Top Sellers

1
LC
1
Legacy CG
Texas
$500K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
SAS
4
SMI Advisory Services
Indiana
$1.98M
5
PCS
5
Private Client Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$670K 19,243 – –
ASN
52
Advisory Services Network
Georgia
$666K 19,075 +1,979 +12%
NFG
53
Nations Financial Group
Iowa
$666K 19,064 -175 -0.9%
SRA
54
Secured Retirement Advisors
Minnesota
$664K 19,034 -2,431 -11%
MML Investors Services
55
MML Investors Services
Massachusetts
$639K 18,295 +2,836 +18%
RJA
56
Raymond James & Associates
Florida
$637K 18,241 -16,665 -48%
Jane Street
57
Jane Street
New York
$602K 17,258 +251 +1%
Citadel Advisors
58
Citadel Advisors
Florida
$594K 17,025 +9,704 +133%
FA
59
Faithward Advisors
Pennsylvania
$545K 15,612 +89 +0.6%
NA
60
NewEdge Advisors
Louisiana
$534K 15,286 -1,812 -11%
CPA
61
Clear Point Advisors
New York
$501K 14,349 – –
LC
62
Legacy CG
Texas
$500K 14,317 -446,051 -97%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$474K 13,450 -1,400 -9%
SAG
64
SageView Advisory Group
California
$462K 13,235 -12,444 -48%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$461K 13,250 -435 -3%
SWM
66
Sugarloaf Wealth Management
Georgia
$454K 13,011 – –
W
67
WorthPointe
California
$454K 13,006 +66 +0.5%
SEIA
68
Signature Estate & Investment Advisors
California
$454K 12,991 +12,991 New
AL
69
ACAS LLC
California
$440K 11,948 -1,150 -9%
Wolverine Trading
70
Wolverine Trading
Illinois
$419K 11,993 +11,993 New
GS
71
GTS Securities
New York
$418K 11,975 +133 +1%
FCFC
72
First Commonwealth Financial Corp
Pennsylvania
$404K 11,575 -91 -0.8%
BAM
73
Belpointe Asset Management
Nevada
$394K 11,292 -130 -1%
AWM
74
Apollon Wealth Management
South Carolina
$384K 11,000 – –
BFA
75
Beacon Financial Advisory
Ohio
$384K 10,995 +1,300 +13%
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3
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