NJAN icon

Innovator Growth-100 Power Buffer ETF January
NJAN

Overview Fund Activity

91 hedge funds and large institutions have $148M invested in Innovator Growth-100 Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
15
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.49M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$532K
4
LPL Financial
4
LPL Financial
California
$1.85M
5
CB
5
Chris Bulman
California
$347K

Top Sellers

1
SAS
1
SMI Advisory Services
Indiana
$0
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
MCM
3
MAI Capital Management
Ohio
$4.01M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.4M
5
KAS
5
Kestra Advisory Services
Texas
$5.78M
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$215K 4,730 +4,730 New
SPIA
77
Steward Partners Investment Advisory
New York
$213K 4,700 -9 -0.2%
PWA
78
Pillar Wealth Advisors
Pennsylvania
$207K 4,562 -1,376 -23%
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Michigan
$155K 3,411 +923 +37%
UBS Group
80
UBS Group
Switzerland
$143K 3,150 +3,150 New
GTAM
81
Global Trust Asset Management
Florida
$132K 2,900 – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$83.2K 1,834 – –
AF
83
Allworth Financial
California
$83.1K 1,834 +336 +22%
Comerica Bank
84
Comerica Bank
Texas
$68K 1,500 – –
NS
85
NBC Securities
Alabama
$33K 729 – –
AIC
86
Archer Investment Corporation
Indiana
$26.7K 588 – –
US Bancorp
87
US Bancorp
Minnesota
$19.6K 433 – –
Jones Financial Companies
88
Jones Financial Companies
Missouri
$11.7K 258 +258 New
WCM
89
Weaver Capital Management
Georgia
$4.81K 106 – –
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$3K 70 +70 New
Morgan Stanley
91
Morgan Stanley
New York
$2.81K 62 – –
SAS
92
SMI Advisory Services
Indiana
– – -348,698 Closed
PCS
93
Personal CFO Solutions
New Jersey
– – -145,554 Closed
CWM
94
Castle Wealth Management
Florida
– – -21,489 Closed
PI
95
PFG Investments
New York
– – -15,773 Closed
LNC
96
Lincoln National Corp
Pennsylvania
– – -15,088 Closed
Goldman Sachs
97
Goldman Sachs
New York
– – -14,848 Closed
AGA
98
Accuvest Global Advisors
Utah
– – -9,390 Closed
FFS
99
Founders Financial Securities
Maryland
– – -6,812 Closed
KWA
100
Kingswood Wealth Advisors
California
– – -6,042 Closed
1 2 3
4
5