Innovator US Small Cap Power Buffer ETF January
KJAN
123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.
950% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 4
244% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 16
117% more capital invested
Capital invested by funds: $152M → $330M (+$178M)
43% more funds holding
Funds holding: 86 → 123 (+37)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
10.13% less ownership
Funds ownership: 84.47% → 74.34% (-10%)
Top Buyers
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$41.3M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$15.8M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$13M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.5M |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$10.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
126
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$390K | -11,357 | Closed |
|
127
UBS Group
Zurich,
Switzerland
| – | -$17.6K | -513 | Closed |
|
KJAN Hedge Fund Activity: Q1 2024 in Review
123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2024, worth a combined $330M — up 117% from $152M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new KJAN positions and 4 closed out — a net gain of 38 holders — while 55 added to existing stakes and 16 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $41.3M. The largest seller was SMI Advisory Services, cutting an estimated $16.7M.
- 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2024, up from 86 in Q4 2023.
- Funds reported $330M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2024, up 117% quarter-over-quarter.
- 42 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2024 and 4 closed out, a net change of +38 holders.
- The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2024 was Berkshire Money Management, an estimated $41.3M added.
- The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2024 was SMI Advisory Services, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2024.