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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

122 hedge funds and large institutions have $299M 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.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.77%
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
1
Cary Street Partners Investment Advisory
Virginia
$5.71M
2
AF
2
Allworth Financial
California
$4.24M
3
BMM
3
Berkshire Money Management
Massachusetts
$61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.49M
5
CCG
5
Catalina Capital Group
California
$2.76M

Top Sellers

1
LC
1
Legacy CG
Texas
$500K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
SAS
4
SMI Advisory Services
Indiana
$1.98M
5
PCS
5
Private Client Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$61M 1,748,082 +63,509 +4%
CAG
2
Compass Advisory Group
New York
$19.2M 549,955 +1,890 +0.3%
PP
3
PFS Partners
New Jersey
$18.4M 526,578 +6,296 +1%
ODFS
4
O'Donnell Financial Services
California
$15.1M 431,584 -2,342 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.7M 391,152 +13,569 +4%
SI
6
Stephens Inc
Arkansas
$13.6M 390,717 +5,584 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.3M 382,149 -7,801 -2%
MW
8
MBL Wealth
North Carolina
$12.1M 347,320 +16,117 +5%
LIWM
9
Long Island Wealth Management
New York
$12.1M 346,773 +5,801 +2%
GI
10
Gradient Investments
Minnesota
$10M 286,688 +10,543 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.49M 185,870 +61,614 +50%
CSPIA
12
Cary Street Partners Investment Advisory
Virginia
$5.71M 163,550 +122,351 +297%
KAS
13
Kestra Advisory Services
Texas
$5.13M 147,006 +33,331 +29%
PS
14
Principal Securities
Iowa
$4.96M 141,970 -465 -0.3%
AF
15
Allworth Financial
California
$4.24M 117,089 +112,142 +2,267%
AF
16
Advisornet Financial
Minnesota
$3.67M 105,259 -802 -0.8%
BCM
17
Brookstone Capital Management
Illinois
$3.54M 96,621 -4,439 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.44M 98,477 +26,541 +37%
ACM
19
Avalon Capital Management
California
$3.14M 89,926 -6,142 -6%
CCG
20
Catalina Capital Group
California
$2.76M 79,195 +44,789 +130%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.72M 78,126 +39,680 +103%
MOS
22
MGO One Seven
Ohio
$2.51M 71,839 -11,780 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.45M 70,043 +90 +0.1%
RA
24
RFG Advisory
Alabama
$2.44M 69,875 -7,433 -10%
IA
25
IFP Advisors
Florida
$2.39M 68,432 -11,090 -14%
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