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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
HI
101
Harbour Investments
Wisconsin
$184K – – –
PW
102
Paladin Wealth
Minnesota
$156K +$152K +4,220 New
Morgan Stanley
103
Morgan Stanley
New York
$123K +$29.9K +828 +33%
SPIA
104
Steward Partners Investment Advisory
New York
$96.6K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$91K +$10.5K +291 +13%
FNWA
106
Financial Network Wealth Advisors
Utah
$79.3K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$77.4K +$75.4K +2,089 New
AIC
108
Archer Investment Corporation
Indiana
$74.1K – – –
MFS
109
Mattson Financial Services
Michigan
$68.8K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$62.9K -$424K -11,750 -87%
EWA
111
EverSource Wealth Advisors
Alabama
$52K -$16K -443 -24%
DP
112
Denver PWM
Colorado
$42K -$1.73K -48 -4%
JP Morgan Chase
113
JP Morgan Chase
New York
$35.4K -$36 -1 -0.1%
US Bancorp
114
US Bancorp
Minnesota
$21.2K – – –
NS
115
NBC Securities
Alabama
$14K – – –
WT
116
Whittier Trust
California
$7.41K – – –
Wells Fargo
117
Wells Fargo
California
$7.16K +$6.97K +193 New
CCG
118
Catalina Capital Group
California
– -$2.76M -79,195 Closed
SAS
119
SMI Advisory Services
Indiana
– -$1.98M -56,988 Closed
CA
120
Corrado Advisors
New Jersey
– -$1.79M -51,377 Closed
SRA
121
Secured Retirement Advisors
Minnesota
– -$664K -19,034 Closed
LC
122
Legacy CG
Texas
– -$500K -14,317 Closed
SEIA
123
Signature Estate & Investment Advisors
California
– -$454K -12,991 Closed
GS
124
GTS Securities
New York
– -$418K -11,975 Closed
AWS
125
Atria Wealth Solutions
New York
– -$352K -10,087 Closed
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.