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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

239 hedge funds and large institutions have $891M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
96
Reduced
63
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$34.3M
2
LPL Financial
LPL Financial
California
$27.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18M
4
William Blair & Company
William Blair & Company
Illinois
$14.6M
5
MML Investors Services
MML Investors Services
Massachusetts
$38.8M

Top Sellers

1
RFG
Range Financial Group
Oregon
$6.82M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.3M
3
GIA
Gladstone Institutional Advisory
Florida
$943K
4
Osaic Holdings
Osaic Holdings
Arizona
$45.2M
5
SB
Strategic Blueprint
Georgia
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
Stonebridge Financial Group
Pennsylvania
$84.1K – – –
WWM
227
Wagner Wealth Management
South Carolina
$82.9K – – –
OP
228
ORG Partners
Indiana
$54K – – –
CAL
229
Capital Analysts LLC
Pennsylvania
$49K +$16.8K +403 +52%
FNWA
230
Financial Network Wealth Advisors
Utah
$34.8K +$22.5K +542 +182%
Wells Fargo
231
Wells Fargo
California
$20.7K +$5.85K +141 +39%
AF
232
Allworth Financial
California
$19.5K +$19.5K +477 New
AG
233
AmeriFlex Group
Nevada
$14.3K -$5.76K -139 -29%
CA
234
Clearstead Advisors
Ohio
$13.5K +$13.5K +326 New
KWM
235
Kiker Wealth Management
Georgia
$4.31K +$4.31K +104 New
AssetMark Inc
236
AssetMark Inc
California
$2.65K -$41 -1 -2%
KFGG
237
Keystone Financial Group (Georgia)
Georgia
$789 -$326K -7,859 -100%
RIL
238
Rothschild Investment LLC
Illinois
$664 – – –
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$124 +$124 +3 New
PIAS
240
PCA Investment Advisory Services
Ohio
– -$367K -8,690 Closed
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
– -$317K -7,496 Closed
JCM
242
Jacobi Capital Management
Pennsylvania
– -$211K -5,004 Closed
IWM
243
IHT Wealth Management
Illinois
– -$201K -4,756 Closed
CFGS
244
Concourse Financial Group Securities
Alabama
– -$107K -2,481 Closed
KIM
245
Kestra Investment Management
Texas
– -$88.7K -2,100 Closed
Bank of America
246
Bank of America
North Carolina
– -$84.2K -1,994 Closed
SMAM
247
Sugar Maple Asset Management
Wisconsin
– -$49.6K -1,175 Closed
CAS
248
Coppell Advisory Solutions
Texas
– -$14.3K -338 Closed
MRP
249
Measured Risk Portfolios
California
– -$14.1K -334 Closed
ACM
250
Anfield Capital Management
California
– -$12.8K -304 Closed
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