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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
116
Holders Change
-6
Holders Change %
-4.92%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
29
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.3M
2
BMM
2
Berkshire Money Management
Massachusetts
$68.6M
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$1.16M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M
5
OMC
5
Old Mission Capital
Illinois
$761K

Top Sellers

1
CCG
1
Catalina Capital Group
California
$0
2
RA
2
RFG Advisory
Alabama
$570K
3
SAS
3
SMI Advisory Services
Indiana
$0
4
KAS
4
Kestra Advisory Services
Texas
$3.49M
5
CA
5
Corrado Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$68.6M 1,849,782 +101,700 +6%
CAG
2
Compass Advisory Group
New York
$20.9M 564,153 +14,198 +3%
PP
3
PFS Partners
New Jersey
$19.3M 521,820 -4,758 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.3M 494,526 +112,377 +29%
ODFS
5
O'Donnell Financial Services
California
$15.6M 421,257 -10,327 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.5M 417,285 +26,133 +7%
SI
7
Stephens Inc
Arkansas
$14.3M 386,852 -3,865 -1%
LIWM
8
Long Island Wealth Management
New York
$13M 351,212 +4,439 +1%
MW
9
MBL Wealth
North Carolina
$12.5M 337,280 -10,040 -3%
GI
10
Gradient Investments
Minnesota
$10.7M 289,019 +2,331 +0.8%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$5.89M 158,814 -4,736 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.85M 157,906 -27,964 -15%
PS
13
Principal Securities
Iowa
$5.16M 139,160 -2,810 -2%
AF
14
Allworth Financial
California
$4.42M 119,131 +2,042 +2%
AF
15
Advisornet Financial
Minnesota
$3.85M 103,988 -1,271 -1%
KAS
16
Kestra Advisory Services
Texas
$3.49M 94,041 -52,965 -36%
ACM
17
Avalon Capital Management
California
$3.38M 91,080 +1,154 +1%
BCM
18
Brookstone Capital Management
Illinois
$3.16M 85,294 -11,327 -12%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.86M 77,274 -852 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.62M 70,694 +651 +0.9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.5M 67,423 -31,054 -32%
LPL Financial
22
LPL Financial
California
$2.43M 65,632 +14,342 +28%
MOS
23
MGO One Seven
Ohio
$2.43M 65,539 -6,300 -9%
PCA
24
Pallas Capital Advisors
Massachusetts
$2.4M 64,800 +11,413 +21%
SS
25
Sunbelt Securities
Texas
$2.39M 64,412 -1,438 -2%
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