Innovator US Small Cap Power Buffer ETF January
KJAN
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
10% more funds holding
Funds holding: 63 → 69 (+6)
8.54% more ownership
Funds ownership: 65.97% → 74.52% (+8.5%)
14% less capital invested
Capital invested by funds: $65.4M → $56.4M (-$8.98M)
76% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$3.86M |
| 2 |
Cerity Partners
New York
|
+$1.44M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.41M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$599K |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.84M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$3.33M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$2.86M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$698K |
KJAN Hedge Fund Activity: Q4 2022 in Review
69 of the 6,237 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 14% from $65.4M 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 14% 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.