We are live on ! Find out more
KJAN icon

Innovator US Small Cap Power Buffer ETF January
KJAN

121 hedge funds and large institutions have $689M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more capital invested

Capital invested by funds: $313M → $689M (+$376M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 117 → 121 (+4)

5.75% less ownership

Funds ownership: 72.99% → 67.24% (-5.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

65% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 57

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
20
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$1.87M
2
BIM
Bullseye Investment Management
Ohio
+$1.26M
3
OMC
Old Mission Capital
Illinois
+$1.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$540K
5
Jane Street
Jane Street
New York
+$449K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$56.3M
2
ODFS
O'Donnell Financial Services
California
-$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.4M
4
GI
Gradient Investments
Minnesota
-$10.7M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$898K -$788K -20,700 -46%
MWM
52
Maltin Wealth Management
New Jersey
$850K -$251K -6,600 -22%
SB
53
Strategic Blueprint
Georgia
$817K -$22.5K -592 -3%
AWA
54
Arete Wealth Advisors
Illinois
$722K – – –
ASN
55
Advisory Services Network
Georgia
$708K -$4.26K -112 -0.6%
NFG
56
Nations Financial Group
Iowa
$707K – – –
CWG
57
Crown Wealth Group
North Carolina
$665K – – –
NA
58
NewEdge Advisors
Louisiana
$650K +$11.8K +309 +2%
AL
59
ACAS LLC
California
$592K +$152K +3,995 +35%
FA
60
Faithward Advisors
Pennsylvania
$585K – – –
TF
61
Trek Financial
Arizona
$536K -$150K -3,933 -22%
CPA
62
Clear Point Advisors
New York
$532K -$3.81K -100 -0.7%
WTFG
63
Wood Tarver Financial Group
Idaho
$506K +$517K +13,573 New
W
64
WorthPointe
California
$492K +$2.66K +70 +0.5%
BAM
65
Belpointe Asset Management
Nevada
$481K -$4.34K -114 -0.9%
SWM
66
Sugarloaf Wealth Management
Georgia
$477K -$9.52K -250 -2%
MML Investors Services
67
MML Investors Services
Massachusetts
$448K -$124K -3,258 -21%
FCCM
68
First City Capital Management
Georgia
$436K +$444K +11,670 New
FCFC
69
First Commonwealth Financial Corp
Pennsylvania
$417K -$11K -289 -3%
FIA
70
Foundations Investment Advisors
Arizona
$409K +$14.4K +378 +4%
VWA
71
Visionary Wealth Advisors
Illinois
$404K – – –
TWM
72
Tradition Wealth Management
Minnesota
$393K – – –
FHC
73
First Heartland Consultants
Missouri
$376K -$27.8K -731 -7%
AWM
74
Apollon Wealth Management
South Carolina
$374K – – –
BWM
75
BCGM Wealth Management
Indiana
$353K – – –
1 2
3
4 5

KJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2024, worth a combined $689M — up 120% from $313M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KJAN positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 57 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.87M. The largest seller was Berkshire Money Management, cutting an estimated $56.3M.

  • 121 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $689M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2024, up 120% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2024 and 11 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2024 was Kestra Advisory Services, an estimated $1.87M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2024 was Berkshire Money Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2024.