Innovator US Small Cap Power Buffer ETF January
KJAN
74 hedge funds and large institutions have $106M 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.
87% more capital invested
Capital invested by funds: $56.4M → $106M (+$49.3M)
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
7% more funds holding
Funds holding: 69 → 74 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13.26% less ownership
Funds ownership: 74.52% → 61.25% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$22.2M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$17.7M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$1.87M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.86M |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$609K |
| 2 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$543K |
| 3 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$353K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$309K |
| 5 |
Jane Street
New York
|
-$270K |
KJAN Hedge Fund Activity: Q1 2023 in Review
74 of the 6,283 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 $106M — up 87% 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 $106M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2023, up 87% 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.