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Innovator US Small Cap Power Buffer ETF January

69 hedge funds and large institutions have $56.4M invested in Innovator US Small Cap Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

8.54% more ownership

Funds ownership: 65.97%74.52% (+8.5%)

13% less capital invested

Capital invested by funds: $65.1M → $56.4M (-$8.7M)

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
7
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$7.28M -$212K -7,069 -3%
PP
2
PFS Partners
New Jersey
$3.85M +$3.86M +128,873 New
AF
3
Advisornet Financial
Minnesota
$3.78M -$289K -9,640 -7%
GSIS
4
Global Strategic Investment Solutions
Arizona
$3.5M -$253K -8,451 -7%
AWM
5
Apollon Wealth Management
South Carolina
$3.03M -$2.99K -100 -0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.31M +$1.41M +47,018 +156%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$1.91M +$564K +18,839 +42%
DP
8
Denver PWM
Colorado
$1.86M -$233K -7,786 -11%
AAS
9
Avantax Advisory Services
Texas
$1.77M +$184K +6,163 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.71M -$698K -23,328 -29%
BMM
11
Berkshire Money Management
Massachusetts
$1.63M -$316K -10,562 -16%
IA
12
IFP Advisors
Florida
$1.59M -$390K -13,037 -18%
Cerity Partners
13
Cerity Partners
New York
$1.44M +$1.44M +48,189 New
DFA
14
DHJJ Financial Advisors
Illinois
$1.34M -$44.9K -1,500 -3%
IFG
15
Independent Financial Group
California
$1.21M -$3.92K -131 -0.3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.16M -$76.8K -2,565 -6%
CA
17
Corrado Advisors
New Jersey
$1.04M -$11.9K -399 -1%
SS
18
Sunbelt Securities
Texas
$911K -$23.1K -773 -2%
KAS
19
Kestra Advisory Services
Texas
$869K -$7.57K -253 -0.9%
CAL
20
Capital Analysts LLC
Pennsylvania
$831K -$11.1K -370 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$718K -$7.84M -262,044 -92%
SWA
22
Stratos Wealth Advisors
Ohio
$717K -$55.9K -1,869 -7%
CAN
23
Cetera Advisor Networks
California
$693K +$283K +9,463 +69%
CA
24
Cetera Advisors
Colorado
$607K +$356K +11,903 +142%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$546K +$546K +18,249 New

KJAN Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2022, worth a combined $56.4M — down 13% from $65.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 5 closed out — a net gain of 8 holders — while 7 added to existing stakes and 29 trimmed.

The largest buyer was PFS Partners, opening a new position worth an estimated $3.86M. The largest seller was HighTower Advisors, cutting an estimated $7.84M.

  • 69 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.4M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2022 was PFS Partners, an estimated $3.86M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2022 was HighTower Advisors, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2022.