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Innovator US Small Cap Power Buffer ETF January
KJAN

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

52% more capital invested

Capital invested by funds: $43.7M → $66.5M (+$22.8M)

31.18% more ownership

Funds ownership: 44.12% → 75.3% (+31%)

13% more funds holding

Funds holding: 53 → 60 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.92%
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
Compass Advisory Group
New York
+$10.8M
2
AF
Advisornet Financial
Minnesota
+$4.29M
3
AWM
Apollon Wealth Management
South Carolina
+$2.53M
4
SI
Stephens Inc
Arkansas
+$1.24M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1M

Top Sellers

1
DP
Denver PWM
Colorado
-$1.43M
2
Jane Street
Jane Street
New York
-$1.28M
3
ACM
Arlington Capital Management
Illinois
-$785K
4
CAN
Cetera Advisor Networks
California
-$510K
5
OMC
Old Mission Capital
Illinois
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1
Compass Advisory Group
New York
$14.1M +$10.8M +342,127 +370%
ACM
2
Avalon Capital Management
California
$8.71M +$434K +13,719 +5%
AF
3
Advisornet Financial
Minnesota
$4.39M +$4.29M +135,375 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.49M -$47.1K -1,489 -1%
CFA
5
Carroll Financial Associates
North Carolina
$2.8M -$109K -3,434 -4%
AWM
6
Apollon Wealth Management
South Carolina
$2.59M +$2.53M +80,050 New
DP
7
Denver PWM
Colorado
$2.3M -$1.43M -45,224 -39%
BMM
8
Berkshire Money Management
Massachusetts
$2.1M -$117K -3,709 -5%
SI
9
Stephens Inc
Arkansas
$1.75M +$1.24M +39,258 +268%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.74M -$290K -9,153 -15%
PWA
11
Pillar Wealth Advisors
Pennsylvania
$1.61M +$1.57M +49,616 New
DFA
12
DHJJ Financial Advisors
Illinois
$1.48M -$4.43K -140 -0.3%
DHGWA
13
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.44M +$1.41M +44,512 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.34M +$77.6K +2,451 +6%
CA
15
Corrado Advisors
New Jersey
$1.26M -$19.9K -630 -2%
CG
16
Caprock Group
Idaho
$1.14M – – –
SS
17
Sunbelt Securities
Texas
$1.08M +$604K +19,070 +119%
CAL
18
Capital Analysts LLC
Pennsylvania
$1.03M +$1M +31,658 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$919K +$45.6K +1,440 +5%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$811K – – –
ICG
21
InterOcean Capital Group
Tennessee
$797K -$63.6K -2,009 -8%
IA
22
IFP Advisors
Florida
$613K +$322K +10,175 +116%
KAS
23
Kestra Advisory Services
Texas
$604K +$12K +378 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$572K +$107K +3,388 +24%
SB
25
Strategic Blueprint
Georgia
$485K +$128K +4,039 +37%
1
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KJAN Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2021, worth a combined $66.5M — up 52% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 4 closed out — a net gain of 9 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Compass Advisory Group, adding an estimated $10.8M. The largest seller was Denver PWM, cutting an estimated $1.43M.

  • 60 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $66.5M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2021, up 52% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2021 was Compass Advisory Group, an estimated $10.8M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2021 was Denver PWM, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2021.