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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

116 hedge funds and large institutions have $311M 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, 51 reducing their positions, and 14 closing their positions.

Holders
116
Holders Change
-6
Holders Change %
-4.92%
% 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
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.3M
2
BMM
2
Berkshire Money Management
Massachusetts
$68.6M
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$1.16M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M
5
OMC
5
Old Mission Capital
Illinois
$761K

Top Sellers

1
CCG
1
Catalina Capital Group
California
$0
2
RA
2
RFG Advisory
Alabama
$570K
3
SAS
3
SMI Advisory Services
Indiana
$0
4
KAS
4
Kestra Advisory Services
Texas
$3.49M
5
CA
5
Corrado Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$340K 9,160 – –
CFD
77
Creative Financial Designs
Indiana
$328K 8,850 – –
CA
78
CoreCap Advisors
Michigan
$324K 8,734 -300 -3%
DI
79
Diligent Investors
California
$321K 8,656 -1,159 -12%
EWA
80
EP Wealth Advisors
California
$318K 8,584 +8,584 New
AWM
81
AE Wealth Management
Kansas
$313K 8,432 -425 -5%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$309K 8,346 – –
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$306K 8,254 -1,831 -18%
SAG
84
SageView Advisory Group
California
$294K 7,921 -5,314 -40%
TA
85
TFB Advisors
Kansas
$288K 7,767 -993 -11%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$277K 7,480 – –
SWA
87
Stratos Wealth Advisors
Ohio
$277K 7,469 – –
UBS Group
88
UBS Group
Switzerland
$266K 7,185 +6,967 +3,196%
BFG
89
Berger Financial Group
Minnesota
$261K 7,032 -144 -2%
BWM
90
BCS Wealth Management
Tennessee
$260K 7,007 – –
WS
91
Wedbush Securities
California
$250K 6,745 -100 -1%
CWM
92
Collaborative Wealth Management
Florida
$244K 6,595 – –
CWS
93
Cypress Wealth Services
California
$241K 6,511 -1,678 -20%
SPC
94
Sigma Planning Corp
Michigan
$225K 6,072 -1,109 -15%
1W
95
1776 Wealth
Georgia
$221K 5,955 -1,653 -22%
AWA
96
Arkadios Wealth Advisors
Georgia
$212K 5,719 -4,090 -42%
SC
97
Savant Capital
Illinois
$210K 5,669 +5,669 New
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$193K 5,200 +3,200 +160%
APW
99
Atlantic Private Wealth
North Carolina
$187K 5,038 – –
HI
100
Harbour Investments
Wisconsin
$184K 4,958 – –
2 3
4
5 6