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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

76 hedge funds and large institutions have $110M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$14M
2
MW
2
MBL Wealth
North Carolina
$4.08M
3
AF
3
Allworth Financial
California
$3.44M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.29M
5
TA
5
TFB Advisors
Kansas
$442K

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$13.7M
2
AWM
2
Apollon Wealth Management
South Carolina
$556K
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
Cerity Partners
4
Cerity Partners
New York
$825K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$20.3M 634,362 +9,744 +2%
CAG
2
Compass Advisory Group
New York
$14M 436,715 +142,773 +49%
GI
3
Gradient Investments
Minnesota
$13.7M 427,457 -288,005 -40%
GSIS
4
Global Strategic Investment Solutions
Arizona
$4.32M 135,137 -12,954 -9%
PP
5
PFS Partners
New Jersey
$4.19M 131,017 +1,702 +1%
MW
6
MBL Wealth
North Carolina
$4.08M 127,451 +127,451 New
AF
7
Advisornet Financial
Minnesota
$3.74M 116,942 -738 -0.6%
AF
8
Allworth Financial
California
$3.44M 107,532 +107,532 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.29M 102,853 +36,492 +55%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.15M 98,442 +2,867 +3%
AAS
11
Avantax Advisory Services
Texas
$2.11M 66,066 -6,841 -9%
OBWG
12
Onyx Bridge Wealth Group
New York
$2.05M 64,090 +4,202 +7%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$1.96M 61,364 -907 -1%
DP
14
Denver PWM
Colorado
$1.92M 60,425 +741 +1%
SS
15
Sunbelt Securities
Texas
$1.77M 55,285 -1,576 -3%
DFA
16
DHJJ Financial Advisors
Illinois
$1.44M 44,900 -800 -2%
CA
17
Corrado Advisors
New Jersey
$1.36M 42,558 -157 -0.4%
IA
18
IFP Advisors
Florida
$1.27M 39,799 -325 -0.8%
CAN
19
Cetera Advisor Networks
California
$1.24M 38,662 – –
KAS
20
Kestra Advisory Services
Texas
$966K 30,198 -2,253 -7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$927K 28,975 -8,933 -24%
HighTower Advisors
22
HighTower Advisors
Illinois
$877K 27,476 +737 +3%
CAL
23
Capital Analysts LLC
Pennsylvania
$839K 26,238 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$837K 26,168 +3,601 +16%
Cerity Partners
25
Cerity Partners
New York
$825K 25,800 -14,262 -36%
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