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Innovator US Small Cap Power Buffer ETF January
KJAN

72 hedge funds and large institutions have $77.5M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.3% less ownership

Funds ownership: 59.61% → 56.3% (-3.3%)

6% less funds holding

Funds holding: 77 → 72 (-5)

30% less capital invested

Capital invested by funds: $111M → $77.5M (-$33.7M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
MBL Wealth
North Carolina
+$4.17M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.43M
3
OMC
Old Mission Capital
Illinois
+$1.23M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$970K
5
CAN
Cetera Advisor Networks
California
+$468K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$13.6M
2
CAG
Compass Advisory Group
New York
-$8.9M
3
PP
PFS Partners
New Jersey
-$4.19M
4
AF
Allworth Financial
California
-$3.4M
5
OBWG
Onyx Bridge Wealth Group
New York
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
– -$659K -20,615 Closed
GS
77
GTS Securities
New York
– -$307K -9,603 Closed
SVWAG
78
Sound View Wealth Advisors Group
Georgia
– -$217K -6,791 Closed
1W
79
1776 Wealth
Georgia
– -$203K -6,350 Closed
FA
80
Fiduciary Alliance
South Carolina
– -$8.47K -265 Closed
1 2 3
4

KJAN Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2023, worth a combined $77.5M — down 30% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJAN and 3 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was MBL Wealth, adding an estimated $4.17M. The largest seller was Gradient Investments, cutting an estimated $13.6M.

  • 72 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2023, down from 77 in Q2 2023.
  • Funds reported $77.5M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2023, down 30% quarter-over-quarter.
  • 3 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2023 was MBL Wealth, an estimated $4.17M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2023 was Gradient Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2023.