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Innovator US Equity Power Buffer ETF January
PJAN

220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 219 → 220 (+1)

2.93% less ownership

Funds ownership: 74.54% → 71.6% (-2.9%)

11% less capital invested

Capital invested by funds: $911M → $811M (-$100M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

61% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 98

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
98
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.53M
4
KAS
Kestra Advisory Services
Texas
+$7.65M
5
HAS
HBW Advisory Services
California
+$2.05M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$29.7M
2
BCM
Brookstone Capital Management
Illinois
-$27.3M
3
LC
Legacy CG
Texas
-$14.4M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$12.3M
5
MML Investors Services
MML Investors Services
Massachusetts
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Castle Wealth Management
Florida
– -$1.03M -26,390 Closed
AGA
227
Accuvest Global Advisors
Utah
– -$417K -10,657 Closed
JWCA
228
J.W. Cole Advisors
Florida
– -$384K -9,815 Closed
BMM
229
Berkshire Money Management
Massachusetts
– -$321K -8,204 Closed
Goldman Sachs
230
Goldman Sachs
New York
– -$273K -6,992 Closed
CCM
231
Coldstream Capital Management
Washington
– -$215K -5,507 Closed
PFG
232
Prosperity Financial Group
California
– -$210K -5,367 Closed
TWP
233
TFO Wealth Partners
Ohio
– -$81K -2,070 Closed
NP
234
NorthRock Partners
Minnesota
– -$20.9K -534 Closed
VL
235
Vima LLC
Michigan
– -$14.5K -436 Closed
CP
236
Castleview Partners
Texas
– -$15.7K -401 Closed
6 7 8 9
10