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Innovator US Small Cap Power Buffer ETF January
KJAN

69 hedge funds and large institutions have $86M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

29% more capital invested

Capital invested by funds: $66.5M → $86M (+$19.5M)

15% more funds holding

Funds holding: 60 → 69 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.81% less ownership

Funds ownership: 75.3% → 70.49% (-4.8%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$8.96M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$4.01M
3
SI
Stephens Inc
Arkansas
+$1.93M
4
RTS
Round Table Services
New Jersey
+$1.68M
5
IA
IFP Advisors
Florida
+$1.67M

Top Sellers

1
ACM
Avalon Capital Management
California
-$435K
2
ACM
Arlington Capital Management
Illinois
-$395K
3
US Bancorp
US Bancorp
Minnesota
-$252K
4
CA
CoreCap Advisors
Michigan
-$116K
5
SB
Strategic Blueprint
Georgia
-$58.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1
Compass Advisory Group
New York
$13.7M +$97.3K +3,141 +0.7%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.01M +$8.96M +289,178 New
ACM
3
Avalon Capital Management
California
$7.5M -$435K -14,046 -5%
AF
4
Advisornet Financial
Minnesota
$4.25M +$19.2K +620 +0.5%
GSIS
5
Global Strategic Investment Solutions
Arizona
$4.05M +$4.01M +129,564 New
SI
6
Stephens Inc
Arkansas
$3.63M +$1.93M +62,169 +115%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.28M -$17K -550 -0.5%
AWM
8
Apollon Wealth Management
South Carolina
$2.65M +$151K +4,865 +6%
DP
9
Denver PWM
Colorado
$2.56M +$327K +10,553 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.55M +$986K +31,835 +59%
BMM
11
Berkshire Money Management
Massachusetts
$2.03M – – –
IA
12
IFP Advisors
Florida
$1.94M +$1.67M +53,872 +285%
RTS
13
Round Table Services
New Jersey
$1.7M +$1.68M +54,312 New
PWA
14
Pillar Wealth Advisors
Pennsylvania
$1.55M – – –
DFA
15
DHJJ Financial Advisors
Illinois
$1.51M +$86.4K +2,789 +6%
DHGWA
16
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.43M +$37.5K +1,211 +3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.35M +$1.34M +43,357 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.29M -$1.18K -38 -0.1%
CA
19
Corrado Advisors
New Jersey
$1.17M -$43.4K -1,402 -4%
SS
20
Sunbelt Securities
Texas
$1.14M +$38.9K +1,255 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.13M +$242K +7,800 +27%
CG
22
Caprock Group
Idaho
$1.1M -$31 -1 -0%
CAL
23
Capital Analysts LLC
Pennsylvania
$935K -$53.2K -1,719 -5%
AAS
24
Avantax Advisory Services
Texas
$913K +$654K +21,101 +260%
ICG
25
InterOcean Capital Group
Tennessee
$899K +$129K +4,180 +17%
1
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KJAN Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2022, worth a combined $86M — up 29% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJAN positions and 2 closed out — a net gain of 13 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $8.96M. The largest seller was Avalon Capital Management, cutting an estimated $435K.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $86M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2022, up 29% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2022 and 2 closed out, a net change of +13 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2022 was HighTower Advisors, an estimated $8.96M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2022 was Avalon Capital Management, an estimated $435K sold.

Based on aggregated 13F filings for Q1 2022.