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Innovator US Small Cap Power Buffer ETF January
KJAN

123 hedge funds and large institutions have $300M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

0% more funds holding

Funds holding: 123 → 123 (0)

0.71% less ownership

Funds ownership: 74.34% → 73.63% (-0.71%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

9% less capital invested

Capital invested by funds: $330M → $300M (-$29.3M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
40
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$4.25M
2
AF
Allworth Financial
California
+$3.9M
3
BMM
Berkshire Money Management
Massachusetts
+$2.21M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.14M
5
CCG
Catalina Capital Group
California
+$1.56M

Top Sellers

1
LC
Legacy CG
Texas
-$15.5M
2
PCS
Personal CFO Solutions
New Jersey
-$10.7M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.94M
4
SAS
SMI Advisory Services
Indiana
-$1.83M
5
PCS
Private Client Services
Kentucky
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$61M +$2.21M +63,509 +4%
CAG
2
Compass Advisory Group
New York
$19.2M +$65.6K +1,890 +0.3%
PP
3
PFS Partners
New Jersey
$18.4M +$219K +6,296 +1%
ODFS
4
O'Donnell Financial Services
California
$15.1M -$81.3K -2,342 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.7M +$471K +13,569 +4%
SI
6
Stephens Inc
Arkansas
$13.6M +$194K +5,584 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.3M -$271K -7,801 -2%
MW
8
MBL Wealth
North Carolina
$12.1M +$560K +16,117 +5%
LIWM
9
Long Island Wealth Management
New York
$12.1M +$201K +5,801 +2%
GI
10
Gradient Investments
Minnesota
$10M +$366K +10,543 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.49M +$2.14M +61,614 +50%
CSPIA
12
Cary Street Partners Investment Advisory
Virginia
$5.71M +$4.25M +122,351 +297%
KAS
13
Kestra Advisory Services
Texas
$5.13M +$1.16M +33,331 +29%
PS
14
Principal Securities
Iowa
$4.96M -$16.2K -465 -0.3%
AF
15
Allworth Financial
California
$4.24M +$3.9M +112,142 +2,267%
AF
16
Advisornet Financial
Minnesota
$3.67M -$27.9K -802 -0.8%
BCM
17
Brookstone Capital Management
Illinois
$3.54M -$154K -4,439 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.44M +$922K +26,541 +37%
ACM
19
Avalon Capital Management
California
$3.14M -$213K -6,142 -6%
CCG
20
Catalina Capital Group
California
$2.76M +$1.56M +44,789 +130%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.72M +$1.38M +39,680 +103%
MOS
22
MGO One Seven
Ohio
$2.51M -$409K -11,780 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.44M +$3.13K +90 +0.1%
RA
24
RFG Advisory
Alabama
$2.44M -$258K -7,433 -10%
IA
25
IFP Advisors
Florida
$2.39M -$385K -11,090 -14%
1
2 3 4 5

KJAN Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2024, worth a combined $300M — down 8.9% from $330M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KJAN positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Cary Street Partners Investment Advisory, adding an estimated $4.25M. The largest seller was Legacy CG, cutting an estimated $15.5M.

  • 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $300M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2024 was Cary Street Partners Investment Advisory, an estimated $4.25M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2024 was Legacy CG, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2024.