Innovator US Small Cap Power Buffer ETF January
KJAN
77 hedge funds and large institutions have $111M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $103M → $111M (+$8.31M)
4% more funds holding
Funds holding: 74 → 77 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.65% less ownership
Funds ownership: 61.25% → 59.61% (-1.6%)
40% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
+$4.4M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$3.93M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$3.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.13M |
| 5 |
TA
TFB Advisors
Overland Park,
Kansas
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$8.89M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$2.5M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$636K |
| 4 |
Cerity Partners
New York
|
-$440K |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$400K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
76
Whittier Trust
South Pasadena,
California
| $6.4K | – | – | – |
|
|
BWM
77
Baystate Wealth Management
Boston,
Massachusetts
| $5.82K | – | – | – |
|
|
78
William Blair & Company
Chicago,
Illinois
| – | -$636K | -20,695 | Closed |
|
|
QOP
79
Quinn Opportunity Partners
Charlottesville,
Virginia
| – | -$307K | -10,000 | Closed |
|
|
AFP
80
Ausdal Financial Partners
Davenport,
Iowa
| – | -$226K | -7,352 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$112K | -3,650 | Closed |
|
|
AAS
82
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$46.1K | -1,500 | Closed |
|
|
BAM
83
Belpointe Asset Management
Reno,
Nevada
| – | -$16.2K | -526 | Closed |
|
84
Wells Fargo
San Francisco,
California
| – | -$922 | -30 | Closed |
|
KJAN Hedge Fund Activity: Q2 2023 in Review
77 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2023, worth a combined $111M — up 8.1% from $103M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KJAN positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 25 trimmed.
The largest buyer was Compass Advisory Group, adding an estimated $4.4M. The largest seller was Gradient Investments, cutting an estimated $8.89M.
- 77 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $111M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2023, up 8.1% quarter-over-quarter.
- 10 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2023 and 7 closed out, a net change of +3 holders.
- The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2023 was Compass Advisory Group, an estimated $4.4M added.
- The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2023 was Gradient Investments, an estimated $8.89M sold.
Based on aggregated 13F filings for Q2 2023.