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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

143 hedge funds and large institutions have $405M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$2.97M
2
AAS
2
Ameritas Advisory Services
Nebraska
$2.84M
3
PCM
3
Penserra Capital Management
California
$22.5M
4
TC
4
TownSquare Capital
Utah
$2.79M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.21M

Top Sellers

1
CAG
1
Compass Advisory Group
New York
$3.73M
2
AF
2
Allworth Financial
California
$8.14K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.76M
4
IA
4
IFP Advisors
Florida
$2.74M
5
CA
5
Corrado Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$2.74M 78,717 -116,088 -60%
BPA
27
Beacon Pointe Advisors
California
$2.73M 78,454 -9,294 -11%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$2.57M 73,987 -625 -0.8%
AIA
29
Alera Investment Advisors
Illinois
$2.39M 68,821 +12,063 +21%
CFS
30
CRA Financial Services
New Jersey
$2.35M 67,642 -12,359 -15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.35M 67,498 +21,619 +47%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.31M 66,440 -4,650 -7%
CAN
33
Cetera Advisor Networks
California
$2.27M 65,095 +3,155 +5%
WP
34
WealthPLAN Partners
Nebraska
$2.19M 62,963 +30,073 +91%
NF
35
Nikulski Financial
Iowa
$2.19M 62,945 -2,500 -4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.18M 62,549 -273 -0.4%
OIA
37
OneDigital Investment Advisors
Kansas
$2.01M 57,683 -3,725 -6%
BCM
38
Brookstone Capital Management
Illinois
$1.98M 56,850 -23,228 -29%
AWM
39
Apollon Wealth Management
South Carolina
$1.96M 56,200 – –
WA
40
Wealth Alliance
New York
$1.84M 53,010 -1,436 -3%
DI
41
Diligent Investors
California
$1.83M 52,525 -30 -0.1%
LPL Financial
42
LPL Financial
California
$1.63M 46,969 +14,552 +45%
AAS
43
Avantax Advisory Services
Texas
$1.62M 46,472 +5,440 +13%
CF
44
Centaurus Financial
California
$1.61M 46,359 -356 -0.8%
KWM
45
KFG Wealth Management
Indiana
$1.61M 46,280 – –
SCA
46
Stuart Chaussee & Associates
California
$1.5M 42,995 -1,000 -2%
3AM
47
3EDGE Asset Management
Florida
$1.49M 43,081 +12,612 +41%
SWM
48
Sugarloaf Wealth Management
Georgia
$1.46M 42,065 -1,625 -4%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.39M 39,864 +7,910 +25%
ASN
50
Advisory Services Network
Georgia
$1.38M 39,774 -1,241 -3%
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