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Innovator US Small Cap Power Buffer ETF January
KJAN

Overview Fund Activity

120 hedge funds and large institutions have $688M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
20
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSP
1
Cary Street Partners
Virginia
$4.71M
2
IMC
2
Investment Management Corporation
Virginia
$3.18M
3
AIA
3
AssuredPartners Investment Advisors
Florida
$2.68M
4
KAS
4
Kestra Advisory Services
Texas
$5.35M
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.45M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$13.8M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$476M
3
ODFS
3
O'Donnell Financial Services
California
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.42M
5
GI
5
Gradient Investments
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$476M 12,735 -515 -4%
PP
2
PFS Partners
New Jersey
$19.4M 519,302 -2,518 -0.5%
CAG
3
Compass Advisory Group
New York
$18.3M 488,924 -75,229 -13%
SI
4
Stephens Inc
Arkansas
$14.3M 384,152 -2,700 -0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M 375,875 -118,651 -24%
BMM
6
Berkshire Money Management
Massachusetts
$13.8M 370,200 -1,479,582 -80%
MW
7
MBL Wealth
North Carolina
$12.4M 331,088 -6,192 -2%
LIWM
8
Long Island Wealth Management
New York
$10.9M 290,667 -60,545 -17%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.8M 155,161 -2,745 -2%
KAS
10
Kestra Advisory Services
Texas
$5.35M 143,237 +49,196 +52%
CSP
11
Cary Street Partners
Virginia
$4.71M 126,049 +126,049 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.42M 118,442 -298,843 -72%
AF
13
Advisornet Financial
Minnesota
$3.85M 102,946 -1,042 -1%
PS
14
Principal Securities
Iowa
$3.83M 102,519 -36,641 -26%
ACM
15
Avalon Capital Management
California
$3.35M 89,797 -1,283 -1%
IMC
16
Investment Management Corporation
Virginia
$3.18M 85,264 +85,264 New
HighTower Advisors
17
HighTower Advisors
Illinois
$3.13M 83,861 +6,587 +9%
BCM
18
Brookstone Capital Management
Illinois
$2.7M 72,304 -12,990 -15%
AIA
19
AssuredPartners Investment Advisors
Florida
$2.68M 71,862 +71,862 New
SS
20
Sunbelt Securities
Texas
$2.55M 68,301 +3,889 +6%
LPL Financial
21
LPL Financial
California
$2.44M 65,211 -421 -0.6%
MOS
22
MGO One Seven
Ohio
$2.43M 65,164 -375 -0.6%
PCA
23
Pallas Capital Advisors
Massachusetts
$2.43M 64,943 +143 +0.2%
MW
24
Marcum Wealth
Ohio
$2.12M 56,631 +264 +0.5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.06M 55,158 -15,536 -22%
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