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Innovator US Small Cap Power Buffer ETF January
KJAN

127 hedge funds and large institutions have $225M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

5% more funds holding

Funds holding: 121 → 127 (+6)

3.75% more ownership

Funds ownership: 67.24% → 70.99% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

67% less capital invested

Capital invested by funds: $689M → $225M (-$464M)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
50
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.7M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.26M
3
William Blair & Company
William Blair & Company
Illinois
+$2.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.2M
5
CAG
Compass Advisory Group
New York
+$1.78M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.34M
2
ACM
Avalon Capital Management
California
-$3.35M
3
KAS
Kestra Advisory Services
Texas
-$1.65M
4
OMC
Old Mission Capital
Illinois
-$1.54M
5
CIAS
Capital Investment Advisory Services
North Carolina
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Maltin Wealth Management
New Jersey
$803K -$10.9K -293 -1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$779K -$356K -9,566 -31%
AWA
53
Arete Wealth Advisors
Illinois
$702K +$14.8K +398 +2%
NFG
54
Nations Financial Group
Iowa
$670K -$6.7K -180 -1%
ASN
55
Advisory Services Network
Georgia
$647K -$31.6K -849 -4%
NA
56
NewEdge Advisors
Louisiana
$623K +$1.34K +36 +0.2%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$614K -$354K -9,516 -36%
W
58
WorthPointe
California
$607K +$143K +3,832 +29%
AL
59
ACAS LLC
California
$598K +$54.2K +1,455 +9%
CWG
60
Crown Wealth Group
North Carolina
$597K -$41K -1,100 -6%
FCFC
61
First Commonwealth Financial Corp
Pennsylvania
$570K +$179K +4,795 +43%
MML Investors Services
62
MML Investors Services
Massachusetts
$515K +$90.3K +2,426 +20%
CPA
63
Clear Point Advisors
New York
$509K – – –
TF
64
Trek Financial
Arizona
$507K -$5.58K -150 -1%
WIA
65
World Investment Advisors
California
$491K +$512K +13,745 New
FIA
66
Foundations Investment Advisors
Arizona
$462K +$73.9K +1,986 +18%
CWM
67
Collaborative Wealth Management
Florida
$440K +$213K +5,723 +87%
VWA
68
Visionary Wealth Advisors
Illinois
$424K +$39.3K +1,055 +10%
FFS
69
Founders Financial Securities
Maryland
$422K +$444K +11,938 New
PA
70
PFG Advisors
Arizona
$420K +$437K +11,747 New
FCCM
71
First City Capital Management
Georgia
$417K – – –
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$400K -$57K -1,530 -12%
FHC
73
First Heartland Consultants
Missouri
$400K +$41.4K +1,113 +11%
OMC
74
Old Mission Capital
Illinois
$380K -$1.54M -41,443 -80%
Jane Street
75
Jane Street
New York
$373K -$663K -17,811 -63%
1 2
3
4 5

KJAN Hedge Fund Activity: Q1 2025 in Review

127 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2025, worth a combined $225M — down 67% from $689M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 7 closed out — a net gain of 8 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.7M. The largest seller was Berkshire Money Management, cutting an estimated $4.34M.

  • 127 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $225M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2025, down 67% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2025 and 7 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2025 was Cetera Investment Advisers, an estimated $11.7M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2025 was Berkshire Money Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2025.