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Innovator US Equity Power Buffer ETF January
PJAN

131 hedge funds and large institutions have $372M invested in Innovator US Equity Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

32.73% more ownership

Funds ownership: 64.04% → 96.77% (+33%)

22% more capital invested

Capital invested by funds: $305M → $372M (+$67.4M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6% more funds holding

Funds holding: 124 → 131 (+7)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.11%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
24
Increased
37
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$78.5M
2
LNC
Lincoln National Corp
Pennsylvania
+$10.7M
3
CAG
Compass Advisory Group
New York
+$5.94M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.76M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$4.63M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$24.2M
2
BFG
Bouchey Financial Group
New York
-$22.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$8.3M
4
SI
Stephens Inc
Arkansas
-$6.37M
5
OMC
Old Mission Capital
Illinois
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
26
MBL Wealth
North Carolina
$3M +$141K +4,513 +5%
CA
27
Corrado Advisors
New Jersey
$2.86M -$28.3K -906 -1%
NF
28
Nikulski Financial
Iowa
$2.16M -$7.49K -240 -0.3%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.07M – – –
LWA
30
Lineweaver Wealth Advisors
Ohio
$2.06M +$68.5K +2,197 +3%
WCAMG
31
Woodard & Company Asset Management Group
North Carolina
$2.05M +$198K +6,360 +11%
CAN
32
Cetera Advisor Networks
California
$2.01M +$623K +19,967 +45%
AIA
33
Alera Investment Advisors
Illinois
$2.01M -$72.5K -2,325 -4%
EWM
34
Elmwood Wealth Management
California
$2M +$7.36K +236 +0.4%
KAS
35
Kestra Advisory Services
Texas
$1.92M +$21.4K +686 +1%
DI
36
Diligent Investors
California
$1.91M -$15K -480 -0.8%
MFG
37
MTM Financial Group
Pennsylvania
$1.87M -$8.79K -282 -0.5%
CFS
38
CRA Financial Services
New Jersey
$1.83M +$628K +20,150 +53%
AWM
39
Apollon Wealth Management
South Carolina
$1.8M -$31.2K -1,000 -2%
SWA
40
Stratos Wealth Advisors
Ohio
$1.67M -$141K -4,522 -8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.65M -$24.2M -774,718 -94%
BPA
42
Beacon Pointe Advisors
California
$1.64M -$641K -20,556 -28%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.56M -$15.6K -500 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.42M +$200K +6,407 +17%
ASN
45
Advisory Services Network
Georgia
$1.34M +$1.09M +34,998 +461%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.33M -$40.7K -1,305 -3%
SCA
47
Stuart Chaussee & Associates
California
$1.28M +$1.26M +40,500 New
AWS
48
Atria Wealth Solutions
New York
$1.25M -$552K -17,690 -31%
MCM
49
MAI Capital Management
Ohio
$1.19M -$232K -7,433 -16%
SWM
50
Sugarloaf Wealth Management
Georgia
$1.16M +$742K +23,800 +185%
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