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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

44 hedge funds and large institutions have $134M invested in Innovator US Equity Power Buffer ETF January in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+23
Holders Change %
+109.52%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
29
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.8M
2
PCS
2
Personal CFO Solutions
New Jersey
$16.7M
3
WP
3
WealthPLAN Partners
Nebraska
$17.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.1M
5
CA
5
Corrado Advisors
New Jersey
$12.6M

Top Sellers

1
WCG
1
Weaver Consulting Group
California
$727K
2
RIA
2
Regal Investment Advisors
Michigan
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.43M
5
EWM
5
Elmwood Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$558K 22,261 +22,261 New
HFP
27
Holistic Financial Partners
Indiana
$485K 19,339 +19,339 New
AIC
28
Ameritas Investment Company
Nebraska
$478K 19,380 +19,380 New
AIS
29
Accurate Investment Solutions
Pennsylvania
$301K 12,018 +12,018 New
GCP
30
Gill Capital Partners
Colorado
$292K 11,634 +11,634 New
LNC
31
Lincoln National Corp
Pennsylvania
$256K 10,224 +10,224 New
Wolverine Trading
32
Wolverine Trading
Illinois
$249K 9,837 +9,837 New
RIS
33
Retirement Income Solutions
Michigan
$239K 9,520 +9,520 New
FFN
34
Focus Financial Network
Minnesota
$207K 8,253 +8,253 New
BFC
35
Bedel Financial Consulting
Indiana
$182K 7,281 +2,100 +41%
VFA
36
Valeo Financial Advisors
Indiana
$46K 1,757 +1,757 New
UBS Group
37
UBS Group
Switzerland
$33K 1,319 +1,319 New
AAP
38
Arax Advisory Partners
Colorado
$25K 1,000 – –
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$25K 1,000 +1,000 New
ASN
40
Advisory Services Network
Georgia
$24K 943 -1,457 -61%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$22K 675 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$13K 500 +500 New
S
43
SignatureFD
Georgia
$11K 422 +422 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$3K 100 – –
RIA
45
Regal Investment Advisors
Michigan
– – -43,880 Closed
FI
46
FormulaFolio Investments
Michigan
– – -43,678 Closed
EWM
47
Elmwood Wealth Management
California
– – -21,745 Closed
PAG
48
Private Advisory Group
Washington
– – -14,694 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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