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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

166 hedge funds and large institutions have $521M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
38
Increased
49
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$15M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
NA
4
NewEdge Advisors
Louisiana
$8.38M
5
EPW
5
Evergreen Private Wealth
Colorado
$7.16M

Top Sellers

1
GCP
1
Gill Capital Partners
Colorado
$595K
2
AWM
2
AE Wealth Management
Kansas
$2.49M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.84M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.28M
5
WP
5
WealthPLAN Partners
Nebraska
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.72M 100,013 +16,742 +20%
BCM
27
Brookstone Capital Management
Illinois
$3.72M 99,823 +42,973 +76%
CA
28
CoreCap Advisors
Michigan
$3.62M 97,287 -369 -0.4%
BWM
29
BCGM Wealth Management
Indiana
$3.28M 88,137 +1,344 +2%
LIWM
30
Long Island Wealth Management
New York
$3.26M 87,564 +87,564 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.24M 87,045 +1,765 +2%
IA
32
IFP Advisors
Florida
$2.9M 77,811 -906 -1%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$2.75M 73,809 -178 -0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.62M 70,480 +4,040 +6%
CAG
35
Compass Advisory Group
New York
$2.61M 70,065 -37,262 -35%
LPL Financial
36
LPL Financial
California
$2.58M 69,152 +22,183 +47%
AWM
37
AE Wealth Management
Kansas
$2.49M 65,785 -62,340 -49%
AIA
38
Alera Investment Advisors
Illinois
$2.48M 66,683 -2,138 -3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.31M 62,139 -410 -0.7%
NF
40
Nikulski Financial
Iowa
$2.28M 61,135 -1,810 -3%
WIM
41
WealthPlan Investment Management
Nebraska
$2.24M 60,040 -40,332 -40%
EWM
42
Evermay Wealth Management
Virginia
$2.15M 57,703 +52,803 +1,078%
AWM
43
Apollon Wealth Management
South Carolina
$2.09M 56,200 – –
OIA
44
OneDigital Investment Advisors
Kansas
$2.06M 55,189 -2,494 -4%
CFS
45
CRA Financial Services
New Jersey
$2.05M 55,032 -12,610 -19%
WA
46
Wealth Alliance
New York
$1.97M 52,986 -24 -0%
DI
47
Diligent Investors
California
$1.96M 52,525 – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.76M 47,168 +7,304 +18%
WCM
49
Weaver Capital Management
Georgia
$1.72M 46,300 +46,300 New
FA
50
FSA Advisors
Michigan
$1.71M 45,852 +45,852 New
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