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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
CA
101
CoreCap Advisors
Michigan
$215K -$4.91K -132 -2%
1W
102
1776 Wealth
Georgia
$213K – – –
AWM
103
AE Wealth Management
Kansas
$210K +$66.7K +1,792 +44%
AWA
104
Arkadios Wealth Advisors
Georgia
$201K -$8.49K -228 -4%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$186K – – –
APW
106
Atlantic Private Wealth
North Carolina
$180K – – –
SFGP
107
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$179K +$39.4K +1,059 +27%
GTAM
108
Global Trust Asset Management
Florida
$179K -$716K -19,240 -79%
HI
109
Harbour Investments
Wisconsin
$178K +$17.9K +482 +11%
NS
110
NBC Securities
Alabama
$125K +$131K +3,510 New
SPIA
111
Steward Partners Investment Advisory
New York
$120K – – –
Morgan Stanley
112
Morgan Stanley
New York
$89.3K – – –
FNWA
113
Financial Network Wealth Advisors
Utah
$83.5K +$9.79K +263 +13%
AIC
114
Archer Investment Corporation
Indiana
$71.5K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$58K -$29K -780 -32%
EWA
116
EverSource Wealth Advisors
Alabama
$50.1K – – –
AF
117
Allworth Financial
California
$25.7K -$189K -5,068 -87%
CCM
118
Coldstream Capital Management
Washington
$21.8K +$22.7K +610 New
US Bancorp
119
US Bancorp
Minnesota
$20.4K -$5.17K -139 -20%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$17.9K -$44.7K -1,200 -71%
LC
121
Luminist Capital
Michigan
$15K +$5.88K +158 +61%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$10.7K +$11.2K +300 New
JP Morgan Chase
123
JP Morgan Chase
New York
$9.94K -$19.5K -523 -65%
CIA
124
Cape Investment Advisory
Georgia
$8.94K – – –
WT
125
Whittier Trust
California
$7.15K – – –
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.