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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

56 hedge funds and large institutions have $146M invested in Innovator US Equity Power Buffer ETF January in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$8.62M
2
CA
2
Cambridge Advisors
Nebraska
$3.52M
3
PI
3
Parkside Investments
Illinois
$3.19M
4
WP
4
WealthPLAN Partners
Nebraska
$21.2M
5
RTS
5
Round Table Services
New Jersey
$1.74M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.15M
3
CA
3
Corrado Advisors
New Jersey
$11.7M
4
DP
4
Denver PWM
Colorado
$0
5
SFSG
5
Stearns Financial Services Group
North Carolina
$60K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Elmwood Wealth Management
California
$955K 34,109 +34,109 New
RIA
27
Regal Investment Advisors
Michigan
$882K 31,500 +31,500 New
WCG
28
Weaver Consulting Group
California
$813K 29,025 – –
LPL Financial
29
LPL Financial
California
$764K 27,302 -1,493 -5%
HFP
30
Holistic Financial Partners
Indiana
$748K 26,724 +7,385 +38%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$644K 22,993 -14,068 -38%
OMC
32
Old Mission Capital
Illinois
$598K 21,366 +21,366 New
SI
33
Stephens Inc
Arkansas
$558K 19,925 +19,925 New
GCP
34
Gill Capital Partners
Colorado
$475K 16,964 +5,330 +46%
AWM
35
AE Wealth Management
Kansas
$462K 16,516 +16,516 New
SWA
36
Stratos Wealth Advisors
Ohio
$404K 14,427 +14,427 New
PAS
37
Partnervest Advisory Services
California
$401K 14,310 +14,310 New
LNC
38
Lincoln National Corp
Pennsylvania
$369K 13,179 +2,955 +29%
TW
39
Transform Wealth
Colorado
$331K 11,804 +11,804 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$303K 10,815 +10,815 New
ASN
41
Advisory Services Network
Georgia
$284K 10,152 +9,209 +977%
RIS
42
Retirement Income Solutions
Michigan
$267K 9,520 – –
PAM
43
Peak Asset Management
Colorado
$236K 8,430 +8,430 New
FFN
44
Focus Financial Network
Minnesota
$235K 8,393 +140 +2%
BFC
45
Bedel Financial Consulting
Indiana
$204K 7,281 – –
AAS
46
Avantax Advisory Services
Texas
$204K 7,293 +7,293 New
APCM
47
Alaska Permanent Capital Management
Alaska
$202K 7,205 +7,205 New
SFSG
48
Stearns Financial Services Group
North Carolina
$60K 2,153 -21,155 -91%
VFA
49
Valeo Financial Advisors
Indiana
$49K 1,757 – –
WCAMG
50
Woodard & Company Asset Management Group
North Carolina
$42K 1,500 +500 +50%
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