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Innovator US Small Cap Power Buffer ETF January
KJAN

117 hedge funds and large institutions have $313M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $300M → $313M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.64% less ownership

Funds ownership: 73.63% → 72.99% (-0.64%)

5% less funds holding

Funds holding: 123 → 117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

44% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 52

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
29
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
2
BMM
Berkshire Money Management
Massachusetts
+$3.67M
3
CIAS
Capital Investment Advisory Services
North Carolina
+$1.01M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$943K
5
OMC
Old Mission Capital
Illinois
+$741K

Top Sellers

1
CCG
Catalina Capital Group
California
-$2.76M
2
SAS
SMI Advisory Services
Indiana
-$1.98M
3
RA
RFG Advisory
Alabama
-$1.97M
4
KAS
Kestra Advisory Services
Texas
-$1.91M
5
CA
Corrado Advisors
New Jersey
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
76
BCGM Wealth Management
Indiana
$351K – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$340K – – –
CFD
78
Creative Financial Designs
Indiana
$328K – – –
CA
79
CoreCap Advisors
Michigan
$324K -$10.8K -300 -3%
DI
80
Diligent Investors
California
$321K -$41.8K -1,159 -12%
EWA
81
EP Wealth Advisors
California
$318K +$310K +8,584 New
AWM
82
AE Wealth Management
Kansas
$313K -$15.3K -425 -5%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$309K – – –
VBFP
84
Valtinson Bruner Financial Planning
Minnesota
$306K -$66.1K -1,831 -18%
SAG
85
SageView Advisory Group
California
$294K -$192K -5,314 -40%
TA
86
TFB Advisors
Kansas
$288K -$35.8K -993 -11%
MSFS
87
Main Street Financial Solutions
Pennsylvania
$277K – – –
SWA
88
Stratos Wealth Advisors
Ohio
$277K – – –
UBS Group
89
UBS Group
Switzerland
$266K +$251K +6,967 +3,196%
BFG
90
Berger Financial Group
Minnesota
$261K -$5.2K -144 -2%
BWM
91
BCS Wealth Management
Tennessee
$260K – – –
WS
92
Wedbush Securities
California
$250K -$3.61K -100 -1%
CWM
93
Collaborative Wealth Management
Florida
$244K – – –
CWS
94
Cypress Wealth Services
California
$241K -$60.6K -1,678 -20%
SPC
95
Sigma Planning Corp
Michigan
$225K -$40K -1,109 -15%
1W
96
1776 Wealth
Georgia
$221K -$59.7K -1,653 -22%
AWA
97
Arkadios Wealth Advisors
Georgia
$212K -$148K -4,090 -42%
SC
98
Savant Capital
Illinois
$210K +$205K +5,669 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$193K +$116K +3,200 +160%
APW
100
Atlantic Private Wealth
North Carolina
$187K – – –
2 3
4
5 6

KJAN Hedge Fund Activity: Q3 2024 in Review

117 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q3 2024, worth a combined $313M — up 4.3% from $300M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KJAN and 9 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 29 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.06M. The largest seller was Catalina Capital Group, exiting entirely with an estimated $2.76M sold.

  • 117 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q3 2024, down from 123 in Q2 2024.
  • Funds reported $313M of Innovator US Small Cap Power Buffer ETF January stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 9 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q3 2024 was Commonwealth Equity Services, an estimated $4.06M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q3 2024 was Catalina Capital Group, an estimated $2.76M sold.

Based on aggregated 13F filings for Q3 2024.