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Innovator US Small Cap Power Buffer ETF January

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: 117121 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$212K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$194K
APW
103
Atlantic Private Wealth
North Carolina
$188K
HI
104
Harbour Investments
Wisconsin
$168K -$17.4K -457 -9%
AWM
105
AE Wealth Management
Kansas
$153K -$165K -4,348 -52%
SFGP
106
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$148K +$150K +3,952 New
SPIA
107
Steward Partners Investment Advisory
New York
$126K +$28.8K +758 +29%
Morgan Stanley
108
Morgan Stanley
New York
$93.4K -$31.5K -828 -25%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$90K -$2.21K -58 -2%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$78K
FNWA
111
Financial Network Wealth Advisors
Utah
$77.5K -$2.51K -66 -3%
AIC
112
Archer Investment Corporation
Indiana
$74.7K
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$63.5K
MFS
114
Mattson Financial Services
Michigan
$57.9K -$15.5K -408 -21%
Q1WB
115
Quest 10 Wealth Builders
Virginia
$56K +$57.1K +1,500 New
EWA
116
EverSource Wealth Advisors
Alabama
$52.4K
JP Morgan Chase
117
JP Morgan Chase
New York
$29.9K -$5.86K -154 -16%
US Bancorp
118
US Bancorp
Minnesota
$26.6K +$5.29K +139 +24%
LC
119
Luminist Capital
Michigan
$9.75K +$9.93K +261 New
CIA
120
Cape Investment Advisory
Georgia
$9.34K +$9.52K +250 New
WT
121
Whittier Trust
California
$7.47K
ODFS
122
O'Donnell Financial Services
California
-$15.6M -421,257 Closed
GI
123
Gradient Investments
Minnesota
-$10.7M -289,019 Closed
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
-$5.89M -158,814 Closed
Wolverine Trading
125
Wolverine Trading
Illinois
-$627K -16,952 Closed

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.