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Innovator US Small Cap Power Buffer ETF January
KJAN

121 hedge funds and large institutions have $689M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more capital invested

Capital invested by funds: $313M → $689M (+$376M)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 117 → 121 (+4)

5.75% less ownership

Funds ownership: 72.99% → 67.24% (-5.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

65% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 57

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
20
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$1.87M
2
BIM
Bullseye Investment Management
Ohio
+$1.26M
3
OMC
Old Mission Capital
Illinois
+$1.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$540K
5
Jane Street
Jane Street
New York
+$449K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$56.3M
2
ODFS
O'Donnell Financial Services
California
-$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.4M
4
GI
Gradient Investments
Minnesota
-$10.7M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$342K – – –
RCM
77
Riggs Capital Management
Utah
$333K +$340K +8,921 New
CFD
78
Creative Financial Designs
Indiana
$323K -$7.61K -200 -2%
DI
79
Diligent Investors
California
$314K -$9.17K -241 -3%
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$308K – – –
EWA
81
EP Wealth Advisors
California
$300K -$20.7K -543 -6%
BFA
82
Beacon Financial Advisory
Ohio
$281K -$126K -3,303 -31%
VPF
83
Vantage Point Financial
Illinois
$281K +$286K +7,511 New
TA
84
TFB Advisors
Kansas
$280K -$10K -263 -3%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$279K – – –
SWA
86
Stratos Wealth Advisors
Ohio
$279K – – –
Citadel Advisors
87
Citadel Advisors
Florida
$272K -$517K -13,575 -65%
WW
88
Winnow Wealth
Texas
$263K +$269K +7,075 New
BFG
89
Berger Financial Group
Minnesota
$249K -$13.9K -365 -5%
CWM
90
Collaborative Wealth Management
Florida
$246K – – –
SAG
91
SageView Advisory Group
California
$245K -$52.3K -1,374 -17%
CWS
92
Cypress Wealth Services
California
$243K – – –
WS
93
Wedbush Securities
California
$237K -$15.2K -400 -6%
HA
94
Helium Advisors
Washington
$236K +$240K +6,314 New
CA
95
CoreCap Advisors
Michigan
$229K -$98.8K -2,596 -30%
SPC
96
Sigma Planning Corp
Michigan
$229K +$2.09K +55 +0.9%
1W
97
1776 Wealth
Georgia
$222K – – –
AF
98
Allworth Financial
California
$221K -$4.31M -113,334 -95%
AWA
99
Arkadios Wealth Advisors
Georgia
$219K +$5.48K +144 +3%
BWM
100
BCS Wealth Management
Tennessee
$213K -$49.6K -1,304 -19%
2 3
4
5 6

KJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2024, worth a combined $689M — up 120% from $313M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KJAN positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 57 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.87M. The largest seller was Berkshire Money Management, cutting an estimated $56.3M.

  • 121 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $689M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2024, up 120% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2024 and 11 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2024 was Kestra Advisory Services, an estimated $1.87M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2024 was Berkshire Money Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2024.