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Innovator US Small Cap Power Buffer ETF January

74 hedge funds and large institutions have $103M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

82% more capital invested

Capital invested by funds: $56.4M → $103M (+$46.4M)

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

7% more funds holding

Funds holding: 6974 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.26% less ownership

Funds ownership: 74.52%61.25% (-13%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$22M +$22.2M +715,055 +175,689%
BMM
2
Berkshire Money Management
Massachusetts
$19.2M +$17.7M +570,240 +1,049%
CAG
3
Compass Advisory Group
New York
$9.03M +$1.87M +60,330 +26%
GSIS
4
Global Strategic Investment Solutions
Arizona
$4.55M +$963K +31,001 +26%
PP
5
PFS Partners
New Jersey
$3.97M +$13.7K +442 +0.3%
AF
6
Advisornet Financial
Minnesota
$3.62M -$269K -8,675 -7%
AWM
7
Apollon Wealth Management
South Carolina
$3.03M -$90.1K -2,900 -3%
AAS
8
Avantax Advisory Services
Texas
$2.24M +$430K +13,852 +23%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.04M +$286K +9,211 +16%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$1.91M -$49.3K -1,587 -2%
OBWG
11
Onyx Bridge Wealth Group
New York
$1.84M +$1.86M +59,888 New
DP
12
Denver PWM
Colorado
$1.81M -$75K -2,416 -4%
SS
13
Sunbelt Securities
Texas
$1.73M +$820K +26,409 +87%
DFA
14
DHJJ Financial Advisors
Illinois
$1.4M +$37.1K +1,196 +3%
CA
15
Corrado Advisors
New Jersey
$1.31M +$248K +7,991 +23%
IFG
16
Independent Financial Group
California
$1.24M
Cerity Partners
17
Cerity Partners
New York
$1.23M -$252K -8,127 -17%
CAN
18
Cetera Advisor Networks
California
$1.19M +$481K +15,495 +67%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.17M -$25.7K -829 -2%
IA
20
IFP Advisors
Florida
$1.07M -$609K -19,615 -33%
KAS
21
Kestra Advisory Services
Texas
$997K +$105K +3,394 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$816K +$80.2K +2,582 +11%
CAL
23
Capital Analysts LLC
Pennsylvania
$806K -$47.9K -1,543 -6%
SWA
24
Stratos Wealth Advisors
Ohio
$702K -$34.1K -1,097 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$693K +$134K +4,318 +24%

KJAN Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2023, worth a combined $103M — up 82% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $22.2M. The largest seller was IFP Advisors, cutting an estimated $609K.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $103M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2023, up 82% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2023 and 7 closed out, a net change of +6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2023 was Gradient Investments, an estimated $22.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $609K sold.

Based on aggregated 13F filings for Q1 2023.