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.
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
Top Buyers
Top Sellers
| 1 |
CCG
Catalina Capital Group
Torrance,
California
|
-$2.76M |
| 2 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$1.98M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.97M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.91M |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VL
126
Vima LLC
Troy,
Michigan
| – | -$313K | -8,974 | Closed |
|
|
PA
127
PFG Advisors
Phoenix,
Arizona
| – | -$201K | -5,750 | Closed |
|
|
BFA
128
Brown Financial Advisors
Milford,
Ohio
| – | -$114K | -3,278 | Closed |
|
|
TWP
129
Triad Wealth Partners
Lawrence,
Kansas
| – | -$21.7K | -621 | Closed |
|
130
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.63K | -276 | Closed |
|
131
Jones Financial Companies
Des Peres,
Missouri
| – | -$7.86K | -225 | Closed |
|
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.