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Innovator US Small Cap Power Buffer ETF January
KJAN

86 hedge funds and large institutions have $152M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

96% more capital invested

Capital invested by funds: $77.5M → $152M (+$74.5M)

28.17% more ownership

Funds ownership: 56.3% → 84.47% (+28%)

19% more funds holding

Funds holding: 72 → 86 (+14)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
22
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$18.6M
2
ODFS
O'Donnell Financial Services
California
+$12.3M
3
CAG
Compass Advisory Group
New York
+$11M
4
PP
PFS Partners
New Jersey
+$8.25M
5
BIM
Bullseye Investment Management
Ohio
+$3.46M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.88M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$2.67M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.94M
4
AAS
Avantax Advisory Services
Texas
-$1.2M
5
OMC
Old Mission Capital
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Archer Investment Corporation
Indiana
$68.6K – – –
PS
77
Principal Securities
Iowa
$58.8K +$53.3K +1,713 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
AF
79
Allworth Financial
California
$41.2K – – –
SPIA
80
Steward Partners Investment Advisory
New York
$38.5K +$2.67K +86 +8%
GI
81
Gradient Investments
Minnesota
$29.8K – – –
US Bancorp
82
US Bancorp
Minnesota
$19.6K – – –
UBS Group
83
UBS Group
Switzerland
$17.6K -$44.4K -1,427 -74%
WT
84
Whittier Trust
California
$6.86K – – –
BWM
85
Baystate Wealth Management
Massachusetts
$6.24K – – –
NS
86
NBC Securities
Alabama
$5K +$5.22K +168 New
GSIS
87
Global Strategic Investment Solutions
Arizona
– -$2.67M -86,799 Closed
OMC
88
Old Mission Capital
Illinois
– -$1.18M -38,360 Closed
DP
89
Denver PWM
Colorado
– -$627K -20,619 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$462K -15,054 Closed
APCM
91
Alaska Permanent Capital Management
Alaska
– -$223K -7,269 Closed
PFM
92
Phillips Financial Management
Indiana
– -$42.8K -1,392 Closed
Bank of America
93
Bank of America
North Carolina
– -$38.4K -1,251 Closed
1 2 3
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KJAN Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2023, worth a combined $152M — up 96% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KJAN positions and 7 closed out — a net gain of 15 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $18.6M. The largest seller was Berkshire Money Management, cutting an estimated $4.88M.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $152M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2023, up 96% quarter-over-quarter.
  • 22 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +15 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2023 was SMI Advisory Services, an estimated $18.6M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2023 was Berkshire Money Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2023.