PJAN icon

Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

58 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF January in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
9
Increased
21
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$16.8M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.39M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.43M
4
FFG
4
Frisch Financial Group
New York
$4.32M
5
BMM
5
Berkshire Money Management
Massachusetts
$7.74M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
WP
2
WealthPLAN Partners
Nebraska
$7.68M
3
CA
3
Corrado Advisors
New Jersey
$8.23M
4
CA
4
Cambridge Advisors
Nebraska
$316K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
26
TrustCore Financial Services
Tennessee
$1.37M 46,802 +46,802 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.36M 46,351 -27,838 -38%
NFG
28
Next Financial Group
Texas
$1.17M 39,720 -250 -0.6%
BPA
29
Beacon Pointe Advisors
California
$1.11M 37,800 +37,800 New
EWM
30
Elmwood Wealth Management
California
$955K 34,109 – –
KAS
31
Kestra Advisory Services
Texas
$918K 31,306 +31,306 New
SFSG
32
Stearns Financial Services Group
North Carolina
$840K 28,636 +26,483 +1,230%
SWA
33
Stratos Wealth Advisors
Ohio
$816K 27,822 +13,395 +93%
LPL Financial
34
LPL Financial
California
$774K 26,411 -891 -3%
WCG
35
Weaver Consulting Group
California
$665K 22,662 -6,363 -22%
HFP
36
Holistic Financial Partners
Indiana
$595K 20,324 -6,400 -24%
Truist Financial
37
Truist Financial
North Carolina
$496K 16,909 +16,909 New
PAS
38
Partnervest Advisory Services
California
$420K 14,310 – –
APCM
39
Alaska Permanent Capital Management
Alaska
$419K 14,295 +7,090 +98%
TW
40
Transform Wealth
Colorado
$375K 12,777 +973 +8%
CFA
41
Carroll Financial Associates
North Carolina
$348K 11,900 +11,900 New
OMC
42
Old Mission Capital
Illinois
$331K 11,282 -10,084 -47%
FFN
43
Focus Financial Network
Minnesota
$320K 10,929 +2,536 +30%
CA
44
Cambridge Advisors
Nebraska
$316K 10,789 -114,908 -91%
ASN
45
Advisory Services Network
Georgia
$298K 10,152 – –
RIS
46
Retirement Income Solutions
Michigan
$279K 9,520 – –
PAM
47
Peak Asset Management
Colorado
$266K 9,072 +642 +8%
BFC
48
Bedel Financial Consulting
Indiana
$243K 8,303 +1,022 +14%
VFA
49
Valeo Financial Advisors
Indiana
$52K 1,757 – –
LFG
50
Larson Financial Group
Missouri
$52K 1,768 +1,422 +411%
1
2
3