Innovator US Small Cap Power Buffer ETF January
KJAN
87 hedge funds and large institutions have $152M invested in Innovator US Small Cap Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 7 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
97% more capital invested
Capital invested by funds: $77.5M → $152M (+$74.9M)
28.43% more ownership
Funds ownership: 56.3% → 84.73% (+28%)
21% more funds holding
Funds holding: 72 → 87 (+15)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
+$18.6M |
| 2 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$12.3M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$11M |
| 4 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$8.25M |
| 5 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$4.88M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$2.67M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.2M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.18M |
KJAN Hedge Fund Activity: Q4 2023 in Review
87 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q4 2023, worth a combined $152M — up 97% from $77.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new KJAN positions and 7 closed out — a net gain of 16 holders — while 16 added to existing stakes and 25 trimmed.
The largest buyer was SMI Advisory Services, opening a new position worth an estimated $18.6M. The largest seller was Berkshire Money Management, cutting an estimated $4.88M.
- 87 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $152M of Innovator US Small Cap Power Buffer ETF January stock for Q4 2023, up 97% quarter-over-quarter.
- 23 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +16 holders.
- The largest Innovator US Small Cap Power Buffer ETF January buyer in Q4 2023 was SMI Advisory Services, an estimated $18.6M added.
- The largest Innovator US Small Cap Power Buffer ETF January seller in Q4 2023 was Berkshire Money Management, an estimated $4.88M sold.
Based on aggregated 13F filings for Q4 2023.