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Innovator US Small Cap Power Buffer ETF January
KJAN

117 hedge funds and large institutions have $313M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $300M → $313M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.64% less ownership

Funds ownership: 73.63% → 72.99% (-0.64%)

5% less funds holding

Funds holding: 123 → 117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

44% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 52

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
29
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
2
BMM
Berkshire Money Management
Massachusetts
+$3.67M
3
CIAS
Capital Investment Advisory Services
North Carolina
+$1.01M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$943K
5
OMC
Old Mission Capital
Illinois
+$741K

Top Sellers

1
CCG
Catalina Capital Group
California
-$2.76M
2
SAS
SMI Advisory Services
Indiana
-$1.98M
3
RA
RFG Advisory
Alabama
-$1.97M
4
KAS
Kestra Advisory Services
Texas
-$1.91M
5
CA
Corrado Advisors
New Jersey
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Nations Financial Group
Iowa
$701K -$5.2K -144 -0.8%
RJA
52
Raymond James & Associates
Florida
$681K +$4.84K +134 +0.7%
TF
53
Trek Financial
Arizona
$678K -$107K -2,966 -14%
ASN
54
Advisory Services Network
Georgia
$666K – – –
CWG
55
Crown Wealth Group
North Carolina
$660K +$642K +17,799 New
NA
56
NewEdge Advisors
Louisiana
$634K +$65.4K +1,812 +12%
Wolverine Trading
57
Wolverine Trading
Illinois
$627K +$179K +4,959 +41%
Jane Street
58
Jane Street
New York
$610K -$28.7K -794 -5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$600K +$585K +16,194 New
FA
60
Faithward Advisors
Pennsylvania
$580K +$1.52K +42 +0.3%
RA
61
RFG Advisory
Alabama
$570K -$1.97M -54,505 -78%
MML Investors Services
62
MML Investors Services
Massachusetts
$565K -$110K -3,045 -17%
CPA
63
Clear Point Advisors
New York
$532K – – –
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$491K – – –
BAM
65
Belpointe Asset Management
Nevada
$489K +$68.1K +1,887 +17%
W
66
WorthPointe
California
$485K +$3.21K +89 +0.7%
SWM
67
Sugarloaf Wealth Management
Georgia
$482K – – –
AL
68
ACAS LLC
California
$424K -$18K -500 -4%
FCFC
69
First Commonwealth Financial Corp
Pennsylvania
$424K -$4.69K -130 -1%
BFA
70
Beacon Financial Advisory
Ohio
$401K -$6.32K -175 -2%
VWA
71
Visionary Wealth Advisors
Illinois
$401K -$578 -16 -0.1%
FHC
72
First Heartland Consultants
Missouri
$400K +$10.5K +292 +3%
FIA
73
Foundations Investment Advisors
Arizona
$391K +$381K +10,560 New
TWM
74
Tradition Wealth Management
Minnesota
$390K – – –
AWM
75
Apollon Wealth Management
South Carolina
$371K -$36.1K -1,000 -9%
1 2
3
4 5

KJAN Hedge Fund Activity: Q3 2024 in Review

117 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2024, worth a combined $313M — up 4.3% from $300M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KJAN and 9 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 29 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.06M. The largest seller was Catalina Capital Group, exiting entirely with an estimated $2.76M sold.

  • 117 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2024, down from 123 in Q2 2024.
  • Funds reported $313M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 9 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2024 was Commonwealth Equity Services, an estimated $4.06M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2024 was Catalina Capital Group, an estimated $2.76M sold.

Based on aggregated 13F filings for Q3 2024.