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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

85 hedge funds and large institutions have $151M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
22
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
1
SMI Advisory Services
Indiana
$20.1M
2
ODFS
2
O'Donnell Financial Services
California
$13.6M
3
CAG
3
Compass Advisory Group
New York
$17.5M
4
LIWM
4
Long Island Wealth Management
New York
$10.6M
5
PP
5
PFS Partners
New Jersey
$9.1M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$16.4M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.93M
4
AAS
4
Avantax Advisory Services
Texas
$1.05M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAS
1
SMI Advisory Services
Indiana
$20.1M 596,591 +596,591 New
CAG
2
Compass Advisory Group
New York
$17.5M 511,248 +352,748 +223%
BMM
3
Berkshire Money Management
Massachusetts
$16.4M 478,419 -157,072 -25%
ODFS
4
O'Donnell Financial Services
California
$13.6M 395,857 +395,857 New
LIWM
5
Long Island Wealth Management
New York
$10.6M 308,832 +308,832 New
MW
6
MBL Wealth
North Carolina
$9.19M 267,958 +10,200 +4%
PP
7
PFS Partners
New Jersey
$9.1M 265,230 +265,230 New
BIM
8
Bullseye Investment Management
Ohio
$3.82M 111,266 +111,266 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.79M 110,551 +20,812 +23%
AF
10
Advisornet Financial
Minnesota
$3.64M 106,217 -9,950 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.93M 85,442 -62,244 -42%
IA
12
IFP Advisors
Florida
$2.41M 70,383 +30,506 +77%
SS
13
Sunbelt Securities
Texas
$1.91M 55,580 -1,475 -3%
KAS
14
Kestra Advisory Services
Texas
$1.83M 53,249 +25,256 +90%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.8M 52,568 -5,583 -10%
CAN
16
Cetera Advisor Networks
California
$1.55M 45,209 -8,090 -15%
BCM
17
Brookstone Capital Management
Illinois
$1.41M 41,001 +41,001 New
CA
18
Corrado Advisors
New Jersey
$1.38M 40,100 -2,021 -5%
DFA
19
DHJJ Financial Advisors
Illinois
$1.36M 39,684 -2,265 -5%
SCA
20
Stuart Chaussee & Associates
California
$1.32M 38,451 +38,451 New
AWM
21
AE Wealth Management
Kansas
$1.2M 35,300 +26,670 +309%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.09M 31,777 +1,450 +5%
AAS
23
Avantax Advisory Services
Texas
$1.05M 30,547 -38,522 -56%
LPL Financial
24
LPL Financial
California
$1.02M 29,682 +29,682 New
HighTower Advisors
25
HighTower Advisors
Illinois
$959K 27,948 -346 -1%
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