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Innovator US Small Cap Power Buffer ETF January
KJAN

123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

117% more capital invested

Capital invested by funds: $152M → $330M (+$178M)

43% more funds holding

Funds holding: 86 → 123 (+37)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10.13% less ownership

Funds ownership: 84.47% → 74.34% (-10%)

Holders
123
Holders Change
+37
Holders Change %
+43.02%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
55
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$41.3M
2
LC
Legacy CG
Texas
+$15.8M
3
SI
Stephens Inc
Arkansas
+$13M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.5M
5
PCS
Personal CFO Solutions
New Jersey
+$10.4M

Top Sellers

1
SAS
SMI Advisory Services
Indiana
-$16.7M
2
BIM
Bullseye Investment Management
Ohio
-$3.82M
3
SCA
Stuart Chaussee & Associates
California
-$1.32M
4
AWM
AE Wealth Management
Kansas
-$896K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
76
GTS Securities
New York
$419K +$406K +11,842 New
FCFC
77
First Commonwealth Financial Corp
Pennsylvania
$413K +$400K +11,666 New
BAM
78
Belpointe Asset Management
Nevada
$404K +$391K +11,422 New
AWM
79
Apollon Wealth Management
South Carolina
$389K – – –
VWA
80
Visionary Wealth Advisors
Illinois
$383K +$371K +10,822 New
OIA
81
OneDigital Investment Advisors
Kansas
$374K -$20K -583 -5%
TWM
82
Tradition Wealth Management
Minnesota
$372K +$361K +10,526 New
FHC
83
First Heartland Consultants
Missouri
$372K +$360K +10,510 New
BWM
84
BCGM Wealth Management
Indiana
$366K +$25.4K +740 +8%
DI
85
Diligent Investors
California
$352K +$68.5K +2,000 +25%
AWS
86
Atria Wealth Solutions
New York
$350K +$339K +9,895 New
CWS
87
Cypress Wealth Services
California
$346K – – –
BFA
88
Beacon Financial Advisory
Ohio
$343K +$332K +9,695 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$324K +$3.43K +100 +1%
AWM
90
AE Wealth Management
Kansas
$324K -$896K -26,143 -74%
AWA
91
Arkadios Wealth Advisors
Georgia
$323K +$313K +9,140 New
CFD
92
Creative Financial Designs
Indiana
$313K +$303K +8,850 New
ICG
93
InterOcean Capital Group
Tennessee
$309K +$88.3K +2,576 +42%
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$306K -$44.1K -1,288 -13%
TA
95
TFB Advisors
Kansas
$300K -$82.4K -2,405 -22%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$265K – – –
SWA
97
Stratos Wealth Advisors
Ohio
$264K +$256K +7,469 New
SWP
98
Summit Wealth Partners
Florida
$261K -$8.19K -239 -3%
GSIS
99
Global Strategic Investment Solutions
Arizona
$259K +$251K +7,336 New
BWM
100
BCS Wealth Management
Tennessee
$259K +$251K +7,317 New
2 3
4
5 6

KJAN Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2024, worth a combined $330M — up 117% from $152M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KJAN positions and 4 closed out — a net gain of 38 holders — while 55 added to existing stakes and 16 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $41.3M. The largest seller was SMI Advisory Services, cutting an estimated $16.7M.

  • 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $330M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2024, up 117% quarter-over-quarter.
  • 42 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2024 and 4 closed out, a net change of +38 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2024 was Berkshire Money Management, an estimated $41.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2024 was SMI Advisory Services, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.