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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

216 hedge funds and large institutions have $907M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
93
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$46.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21M

Top Sellers

1
EPW
1
Evergreen Private Wealth
Colorado
$355K
2
SCA
2
Stuart Chaussee & Associates
California
$2.13M
3
WIM
3
WealthPlan Investment Management
Nebraska
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.54M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$7.47M +$1.86M +47,597 +33%
CHC
27
City Holding Co
West Virginia
$6.69M -$190K -4,865 -3%
TC
28
TownSquare Capital
Utah
$6.67M +$1.94M +49,600 +41%
AFA
29
AA Financial Advisors
Ohio
$6.64M +$51.3K +1,312 +0.8%
KAS
30
Kestra Advisory Services
Texas
$6.59M +$2.68M +68,606 +69%
BPA
31
Beacon Pointe Advisors
California
$5.91M +$1.99M +50,761 +51%
LPL Financial
32
LPL Financial
California
$5.22M +$2.52M +64,418 +93%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$4.92M +$3.35M +85,617 +213%
CA
34
CoreCap Advisors
Michigan
$4.87M +$1.06M +27,228 +28%
IA
35
IFP Advisors
Florida
$4.62M +$1.58M +40,295 +52%
AAS
36
Ameritas Advisory Services
Nebraska
$4.44M +$3.09M +79,021 +229%
IWC
37
Integrated Wealth Concepts
Massachusetts
$4.41M +$1.98M +50,628 +81%
EWM
38
Elmwood Wealth Management
California
$4.31M +$3.72M +95,216 +634%
AWM
39
Axxcess Wealth Management
California
$4.25M +$2.9M +74,031 +214%
EWM
40
Evermay Wealth Management
Virginia
$4.02M +$1.76M +45,113 +78%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$4M -$1.53K -39 -0%
MCM
42
MAI Capital Management
Ohio
$3.99M +$3.16M +80,853 +382%
BWM
43
Brown Wealth Management
Illinois
$3.98M +$3.98M +101,719 New
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$3.7M +$298K +7,622 +9%
CA
45
Cetera Advisors
Colorado
$3.53M +$2.02M +51,760 +134%
CFS
46
CRA Financial Services
New Jersey
$3.44M +$1.29M +33,016 +60%
LIWM
47
Long Island Wealth Management
New York
$3.44M +$14.7K +377 +0.4%
BWM
48
BCGM Wealth Management
Indiana
$3.43M -$21K -538 -0.6%
SPC
49
Sigma Planning Corp
Michigan
$3.17M +$2.81M +71,839 +785%
PCA
50
Pallas Capital Advisors
Massachusetts
$3.14M +$3.14M +80,387 New
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