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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

98 hedge funds and large institutions have $213M invested in Innovator US Equity Power Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+26
Holders Change %
+36.11%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
39
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$22.9M
2
PCS
2
Personal CFO Solutions
New Jersey
$8.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.6M
4
ICG
4
InterOcean Capital Group
Tennessee
$4.94M
5
CAG
5
Compass Advisory Group
New York
$16.3M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$4.42M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$5.77M
3
SS
3
Simplicity Solutions
Minnesota
$0
4
WP
4
WealthPLAN Partners
Nebraska
$3.43M
5
TFS
5
TrustCore Financial Services
Tennessee
$21K
Name Market Value Shares Shares
Change 		Shares
Change %
NF
26
Nikulski Financial
Iowa
$2.14M 67,905 +2,150 +3%
LWA
27
Lineweaver Wealth Advisors
Ohio
$2.14M 67,891 +67,891 New
CAN
28
Cetera Advisor Networks
California
$2.03M 64,175 -2,434 -4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.02M 63,995 +3,350 +6%
HI
30
Harbour Investments
Wisconsin
$1.95M 61,811 +61,811 New
AIA
31
Alera Investment Advisors
Illinois
$1.87M 59,323 +11,702 +25%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.69M 53,422 -27,222 -34%
ST
33
Sageworth Trust
Pennsylvania
$1.58M 50,000 +50,000 New
LNC
34
Lincoln National Corp
Pennsylvania
$1.52M 48,105 +29,691 +161%
BWM
35
BCGM Wealth Management
Indiana
$1.49M 46,549 – –
EWM
36
Elmwood Wealth Management
California
$1.42M 45,045 +45,045 New
JSL
37
JT Stratford LLC
Georgia
$1.4M 44,284 +44,284 New
KAS
38
Kestra Advisory Services
Texas
$1.3M 41,201 +5,787 +16%
PI
39
Parkside Investments
Illinois
$1.28M 40,700 – –
SWA
40
Stratos Wealth Advisors
Ohio
$1.18M 37,479 +1,116 +3%
NFG
41
Next Financial Group
Texas
$1.14M 36,199 +462 +1%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.08M 34,218 +3,118 +10%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.08M 36,093 +3,265 +10%
SI
44
Stephens Inc
Arkansas
$1.03M 32,589 +32,589 New
HFA
45
Hoover Financial Advisors
Pennsylvania
$1.01M 31,675 +31,675 New
ISG
46
Investment Security Group
Colorado
$899K 28,492 +28,492 New
OIA
47
OneDigital Investment Advisors
Kansas
$807K 25,571 +25,571 New
BCI
48
Brinker Capital Investments
Pennsylvania
$797K 25,258 +25,258 New
CPIG
49
Chicago Partners Investment Group
Illinois
$734K 22,917 – –
LPL Financial
50
LPL Financial
California
$728K 23,069 -2,698 -10%
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