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Innovator US Small Cap Power Buffer ETF January
KJAN

86 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 22 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

96% more capital invested

Capital invested by funds: $77.5M → $152M (+$74.5M)

28.17% more ownership

Funds ownership: 56.3% → 84.47% (+28%)

19% more funds holding

Funds holding: 72 → 86 (+14)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% 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
SMI Advisory Services
Indiana
+$18.6M
2
ODFS
O'Donnell Financial Services
California
+$12.3M
3
CAG
Compass Advisory Group
New York
+$11M
4
PP
PFS Partners
New Jersey
+$8.25M
5
BIM
Bullseye Investment Management
Ohio
+$3.46M

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$4.88M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$2.67M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.94M
4
AAS
Avantax Advisory Services
Texas
-$1.2M
5
OMC
Old Mission Capital
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$20.1M +$18.6M +596,591 New
CAG
2
Compass Advisory Group
New York
$17.5M +$11M +352,748 +223%
BMM
3
Berkshire Money Management
Massachusetts
$16.4M -$4.88M -157,072 -25%
ODFS
4
O'Donnell Financial Services
California
$13.6M +$12.3M +395,857 New
LIWM
5
Long Island Wealth Management
New York
$10.6M +$9.6M +308,832 New
MW
6
MBL Wealth
North Carolina
$9.19M +$317K +10,200 +4%
PP
7
PFS Partners
New Jersey
$9.1M +$8.25M +265,230 New
BIM
8
Bullseye Investment Management
Ohio
$3.82M +$3.46M +111,266 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.79M +$647K +20,812 +23%
AF
10
Advisornet Financial
Minnesota
$3.64M -$309K -9,950 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.93M -$1.94M -62,244 -42%
IA
12
IFP Advisors
Florida
$2.41M +$949K +30,506 +77%
SS
13
Sunbelt Securities
Texas
$1.91M -$45.9K -1,475 -3%
KAS
14
Kestra Advisory Services
Texas
$1.83M +$785K +25,256 +90%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$174K -5,583 -10%
CAN
16
Cetera Advisor Networks
California
$1.55M -$252K -8,090 -15%
BCM
17
Brookstone Capital Management
Illinois
$1.41M +$1.27M +41,001 New
IFG
18
Independent Financial Group
California
$1.38M – – –
CA
19
Corrado Advisors
New Jersey
$1.38M -$62.8K -2,021 -5%
DFA
20
DHJJ Financial Advisors
Illinois
$1.36M -$70.4K -2,265 -5%
SCA
21
Stuart Chaussee & Associates
California
$1.32M +$1.2M +38,451 New
AWM
22
AE Wealth Management
Kansas
$1.2M +$829K +26,670 +309%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$45.1K +1,450 +5%
AAS
24
Avantax Advisory Services
Texas
$1.05M -$1.2M -38,522 -56%
LPL Financial
25
LPL Financial
California
$1.02M +$923K +29,682 New
1
2 3 4

KJAN Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 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 96% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KJAN positions and 7 closed out — a net gain of 15 holders — while 17 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.

  • 86 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 96% quarter-over-quarter.
  • 22 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +15 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.