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Innovator US Small Cap Power Buffer ETF January
KJAN

127 hedge funds and large institutions have $225M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

5% more funds holding

Funds holding: 121 → 127 (+6)

3.75% more ownership

Funds ownership: 67.24% → 70.99% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

67% less capital invested

Capital invested by funds: $689M → $225M (-$464M)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
50
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.7M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.26M
3
William Blair & Company
William Blair & Company
Illinois
+$2.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.2M
5
CAG
Compass Advisory Group
New York
+$1.78M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.34M
2
ACM
Avalon Capital Management
California
-$3.35M
3
KAS
Kestra Advisory Services
Texas
-$1.65M
4
OMC
Old Mission Capital
Illinois
-$1.54M
5
CIAS
Capital Investment Advisory Services
North Carolina
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$367K -$9.46K -254 -2%
AWM
77
Apollon Wealth Management
South Carolina
$357K – – –
CA
78
Corrado Advisors
New Jersey
$352K +$366K +9,837 New
MSFS
79
Main Street Financial Solutions
Pennsylvania
$347K +$82.7K +2,220 +30%
DI
80
Diligent Investors
California
$343K +$44K +1,182 +14%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$324K -$3.72K -100 -1%
CFD
82
Creative Financial Designs
Indiana
$317K +$8.56K +230 +3%
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$295K – – –
EWA
84
EP Wealth Advisors
California
$283K -$4.58K -123 -2%
VPF
85
Vantage Point Financial
Illinois
$268K – – –
CWG
86
Cornerstone Wealth Group
North Carolina
$256K +$267K +7,173 New
BFA
87
Beacon Financial Advisory
Ohio
$252K -$17.4K -467 -6%
SAG
88
SageView Advisory Group
California
$243K +$9.61K +258 +4%
WW
89
Winnow Wealth
Texas
$240K -$13.6K -366 -5%
SPC
90
Sigma Planning Corp
Michigan
$238K +$20.3K +546 +9%
PF
91
Phoenix Financial
Israel
$237K +$248K +6,655 New
CWS
92
Cypress Wealth Services
California
$233K – – –
TA
93
TFB Advisors
Kansas
$232K -$37.2K -1,000 -13%
OWA
94
Outlook Wealth Advisors
Texas
$231K +$240K +6,455 New
BFG
95
Berger Financial Group
Minnesota
$230K -$8.71K -234 -4%
WS
96
Wedbush Securities
California
$227K – – –
HA
97
Helium Advisors
Washington
$226K – – –
USCWA
98
U.S. Capital Wealth Advisors
Texas
$223K +$232K +6,238 New
SWA
99
Stratos Wealth Advisors
Ohio
$222K -$46.5K -1,250 -17%
GFG
100
Grantvest Financial Group
New Jersey
$217K +$226K +6,079 New
2 3
4
5 6

KJAN Hedge Fund Activity: Q1 2025 in Review

127 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2025, worth a combined $225M — down 67% from $689M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 7 closed out — a net gain of 8 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.7M. The largest seller was Berkshire Money Management, cutting an estimated $4.34M.

  • 127 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $225M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2025, down 67% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2025 and 7 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2025 was Cetera Investment Advisers, an estimated $11.7M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2025 was Berkshire Money Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2025.