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Innovator US Small Cap Power Buffer ETF January

118 hedge funds and large institutions have $198M invested in Innovator US Small Cap Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.57% less ownership

Funds ownership: 70.99%68.42% (-2.6%)

7% less funds holding

Funds holding: 127118 (-9)

12% less capital invested

Capital invested by funds: $225M → $198M (-$27.3M)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
34
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$20.3M +$162K +4,519 +0.8%
PP
2
PFS Partners
New Jersey
$19.3M -$206K -5,726 -1%
LIWM
3
Long Island Wealth Management
New York
$16.3M +$4.96M +138,112 +47%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M -$1.72M -47,779 -11%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.78M +$2.88M +80,181 +44%
MW
6
MBL Wealth
North Carolina
$8.03M -$3.95M -109,876 -34%
BMM
7
Berkshire Money Management
Massachusetts
$5.88M -$3.47M -96,641 -38%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.75M -$10M -279,462 -65%
KAS
9
Kestra Advisory Services
Texas
$5.66M +$1.86M +51,858 +52%
Raymond James Financial
10
Raymond James Financial
Florida
$5.5M +$724K +20,151 +16%
William Blair & Company
11
William Blair & Company
Illinois
$4.45M +$92.4K +2,572 +2%
PS
12
Principal Securities
Iowa
$3.88M +$35.9K +999 +1%
AF
13
Advisornet Financial
Minnesota
$3.78M -$15.8K -441 -0.4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.69M +$2.08M +57,945 +150%
IMC
15
Investment Management Corporation
Virginia
$3.18M +$2.26K +63 +0.1%
LPL Financial
16
LPL Financial
California
$3.13M +$424K +11,799 +16%
BCM
17
Brookstone Capital Management
Illinois
$3.09M -$38.8K -1,080 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.93M -$794K -22,114 -22%
PCA
19
Pallas Capital Advisors
Massachusetts
$2.64M +$61K +1,698 +2%
SS
20
Sunbelt Securities
Texas
$2.55M +$3.38K +94 +0.1%
WTFG
21
Wood Tarver Financial Group
Idaho
$2.02M -$82.9K -2,308 -4%
SB
22
Strategic Blueprint
Georgia
$1.88M +$33.2K +923 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.81M -$199K -5,530 -10%
Truist Financial
24
Truist Financial
North Carolina
$1.73M +$61K +1,697 +4%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.64M -$38.4K -1,068 -2%

KJAN Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q2 2025, worth a combined $198M — down 12% from $225M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KJAN and 7 opened new positions — a net loss of 8 holders — while 43 trimmed existing stakes and 34 added.

The largest buyer was Long Island Wealth Management, adding an estimated $4.96M. The largest seller was Stephens Inc, exiting entirely with an estimated $15.4M sold.

  • 118 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q2 2025, down from 127 in Q1 2025.
  • Funds reported $198M of Innovator US Small Cap Power Buffer ETF January stock for Q2 2025, down 12% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q2 2025 and 15 closed out, a net change of -8 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q2 2025 was Long Island Wealth Management, an estimated $4.96M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q2 2025 was Stephens Inc, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2025.