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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

60 hedge funds and large institutions have $66.5M invested in Innovator US Small Cap Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
12
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$14.1M
2
AF
2
Advisornet Financial
Minnesota
$4.39M
3
AWM
3
Apollon Wealth Management
South Carolina
$2.59M
4
PWA
4
Pillar Wealth Advisors
Pennsylvania
$1.61M
5
DHGWA
5
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.44M

Top Sellers

1
DP
1
Denver PWM
Colorado
$2.3M
2
Jane Street
2
Jane Street
New York
$0
3
ACM
3
Arlington Capital Management
Illinois
$395K
4
CAN
4
Cetera Advisor Networks
California
$224K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Compass Advisory Group
New York
$14.1M 434,686 +342,127 +370%
ACM
2
Avalon Capital Management
California
$8.71M 268,888 +13,719 +5%
AF
3
Advisornet Financial
Minnesota
$4.39M 135,375 +135,375 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.49M 107,655 -1,489 -1%
CFA
5
Carroll Financial Associates
North Carolina
$2.8M 87,070 -3,434 -4%
AWM
6
Apollon Wealth Management
South Carolina
$2.59M 80,050 +80,050 New
DP
7
Denver PWM
Colorado
$2.3M 71,076 -45,224 -39%
BMM
8
Berkshire Money Management
Massachusetts
$2.1M 64,940 -3,709 -5%
SI
9
Stephens Inc
Arkansas
$1.75M 53,900 +39,258 +268%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.74M 53,760 -9,153 -15%
PWA
11
Pillar Wealth Advisors
Pennsylvania
$1.61M 49,616 +49,616 New
DFA
12
DHJJ Financial Advisors
Illinois
$1.48M 45,510 -140 -0.3%
DHGWA
13
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.44M 44,512 +44,512 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.34M 41,259 +2,451 +6%
CA
15
Corrado Advisors
New Jersey
$1.26M 38,920 -630 -2%
CG
16
Caprock Group
Idaho
$1.14M 35,118 – –
SS
17
Sunbelt Securities
Texas
$1.08M 35,149 +19,070 +119%
CAL
18
Capital Analysts LLC
Pennsylvania
$1.03M 31,658 +31,658 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$919K 28,390 +1,440 +5%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$811K 25,028 – –
ICG
21
InterOcean Capital Group
Tennessee
$797K 24,587 -2,009 -8%
IA
22
IFP Advisors
Florida
$613K 18,930 +10,175 +116%
KAS
23
Kestra Advisory Services
Texas
$604K 18,642 +378 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$572K 17,655 +3,388 +24%
SB
25
Strategic Blueprint
Georgia
$485K 14,967 +4,039 +37%
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