PJAN icon

Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
19
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$11.9M
2
SEP
2
Southland Equity Partners
Missouri
$9.99M
3
MW
3
MBL Wealth
North Carolina
$6.74M
4
BA
4
Bellwether Advisors
Nebraska
$2.7M
5
TWM
5
Tradition Wealth Management
Minnesota
$2.41M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
BMM
2
Berkshire Money Management
Massachusetts
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.47M
5
RTS
5
Round Table Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Alera Investment Advisors
Illinois
$1.46M 47,621 -6,283 -12%
BWM
27
BCGM Wealth Management
Indiana
$1.45M 46,549 +46,549 New
CG
28
Caprock Group
Idaho
$1.4M 45,918 +45,918 New
PI
29
Parkside Investments
Illinois
$1.24M 40,700 -72,100 -64%
TFS
30
TrustCore Financial Services
Tennessee
$1.22M 39,910 -6,892 -15%
SWA
31
Stratos Wealth Advisors
Ohio
$1.11M 36,363 +8,541 +31%
NFG
32
Next Financial Group
Texas
$1.09M 35,737 -3,983 -10%
KAS
33
Kestra Advisory Services
Texas
$1.08M 35,414 +4,108 +13%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$950K 31,100 +31,000 +31,000%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$892K 32,828 +20,423 +165%
LPL Financial
36
LPL Financial
California
$788K 25,767 -644 -2%
CPIG
37
Chicago Partners Investment Group
Illinois
$707K 22,917 +22,917 New
Wolverine Trading
38
Wolverine Trading
Illinois
$617K 20,165 +20,165 New
BFC
39
Bedel Financial Consulting
Indiana
$587K 19,208 +10,905 +131%
LNC
40
Lincoln National Corp
Pennsylvania
$563K 18,414 +18,414 New
Truist Financial
41
Truist Financial
North Carolina
$517K 16,909 – –
HFP
42
Holistic Financial Partners
Indiana
$505K 16,506 -3,818 -19%
T
43
TRUADVICE
Florida
$495K 16,281 +16,281 New
WCG
44
Weaver Consulting Group
California
$438K 14,328 -8,334 -37%
APCM
45
Alaska Permanent Capital Management
Alaska
$437K 14,295 – –
BWM
46
BCS Wealth Management
Tennessee
$418K 13,678 +13,678 New
CA
47
Cambridge Advisors
Nebraska
$412K 13,474 +2,685 +25%
ASN
48
Advisory Services Network
Georgia
$376K 12,302 +2,150 +21%
TW
49
Transform Wealth
Colorado
$364K 11,895 -882 -7%
CFA
50
Carroll Financial Associates
North Carolina
$363K 11,900 – –
1
2
3 4