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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

149 hedge funds and large institutions have $424M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
67
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$7.25M
2
LNC
2
Lincoln National Corp
Pennsylvania
$26.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
MW
4
MBL Wealth
North Carolina
$7.15M
5
CAG
5
Compass Advisory Group
New York
$13.3M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
BCM
2
Brookstone Capital Management
Illinois
$2.68M
3
WP
3
WealthPLAN Partners
Nebraska
$2.14M
4
WIM
4
WealthPlan Investment Management
Nebraska
$3.54M
5
BWM
5
BCGM Wealth Management
Indiana
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.01M 90,761 +29,940 +49%
WIA
27
World Investment Advisors
California
$2.88M 86,703 +86,703 New
EWM
28
Elmwood Wealth Management
California
$2.76M 83,007 +19,652 +31%
BCM
29
Brookstone Capital Management
Illinois
$2.68M 80,153 -129,647 -62%
CAN
30
Cetera Advisor Networks
California
$2.49M 75,021 +11,125 +17%
AWS
31
Atria Wealth Solutions
New York
$2.47M 74,351 +34,542 +87%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.37M 71,290 +71,290 New
NF
33
Nikulski Financial
Iowa
$2.28M 68,615 – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.28M 68,583 +16,309 +31%
MCM
35
MAI Capital Management
Ohio
$2.16M 65,152 +27,356 +72%
WCAMG
36
Woodard & Company Asset Management Group
North Carolina
$2.15M 64,749 -366 -0.6%
WP
37
WealthPLAN Partners
Nebraska
$2.14M 64,470 -97,110 -60%
BWM
38
BCGM Wealth Management
Indiana
$2.12M 63,855 -38,403 -38%
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.1M 63,301 -2,335 -4%
LWA
40
Lineweaver Wealth Advisors
Ohio
$2.03M 61,270 -4,153 -6%
SWA
41
Stratos Wealth Advisors
Ohio
$2.02M 60,925 +8,041 +15%
AIA
42
Alera Investment Advisors
Illinois
$2.01M 60,619 -3,030 -5%
OIA
43
OneDigital Investment Advisors
Kansas
$2.01M 60,442 +34,709 +135%
AWM
44
Apollon Wealth Management
South Carolina
$1.87M 56,200 -1,000 -2%
WA
45
Wealth Alliance
New York
$1.84M 55,361 +24,115 +77%
DI
46
Diligent Investors
California
$1.75M 52,555 -8,000 -13%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.64M 50,709 -215 -0.4%
ASN
48
Advisory Services Network
Georgia
$1.57M 47,394 +4,801 +11%
KWM
49
KFG Wealth Management
Indiana
$1.52M 45,310 +29,981 +196%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.5M 45,292 +3,125 +7%
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