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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

217 hedge funds and large institutions have $807M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 96 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
96
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$12.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$49.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.72M
4
KAS
4
Kestra Advisory Services
Texas
$14.6M
5
HAS
5
HBW Advisory Services
California
$2.1M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
BCM
2
Brookstone Capital Management
Illinois
$20M
3
LC
3
Legacy CG
Texas
$0
4
OWA
4
Outlook Wealth Advisors
Texas
$1.94M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$6.56M 163,119 -27,882 -15%
LPL Financial
27
LPL Financial
California
$6.15M 152,859 +19,289 +14%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$5.16M 128,231 +2,460 +2%
BPA
29
Beacon Pointe Advisors
California
$4.95M 123,154 -27,852 -18%
CA
30
CoreCap Advisors
Michigan
$4.72M 117,230 -7,285 -6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$4.53M 112,572 -195 -0.2%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.11M 102,227 -40 -0%
LIWM
33
Long Island Wealth Management
New York
$3.91M 97,169 +9,228 +10%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.9M 96,900 +2,233 +2%
EWM
35
Elmwood Wealth Management
California
$3.76M 93,472 -16,763 -15%
IA
36
IFP Advisors
Florida
$3.67M 91,316 -26,790 -23%
PCA
37
Pallas Capital Advisors
Massachusetts
$3.66M 90,416 +10,029 +12%
BWM
38
BCGM Wealth Management
Indiana
$3.52M 87,599 – –
CFS
39
CRA Financial Services
New Jersey
$3.43M 85,204 -2,844 -3%
MCM
40
MAI Capital Management
Ohio
$3.28M 81,480 -20,526 -20%
EWM
41
Evermay Wealth Management
Virginia
$3.06M 76,112 -26,704 -26%
AAS
42
Ameritas Advisory Services
Nebraska
$3.01M 74,735 -38,752 -34%
TC
43
TownSquare Capital
Utah
$2.86M 71,110 -99,484 -58%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$2.86M 71,002 -1,686 -2%
WCM
45
Weaver Capital Management
Georgia
$2.81M 69,970 -3,675 -5%
WA
46
Wealth Alliance
New York
$2.69M 66,933 -65 -0.1%
CAG
47
Compass Advisory Group
New York
$2.6M 64,600 -1,330 -2%
TF
48
Trek Financial
Arizona
$2.57M 63,891 -1,395 -2%
CF
49
Centaurus Financial
California
$2.47M 61,422 -1,573 -2%
Truist Financial
50
Truist Financial
North Carolina
$2.41M 59,852 +113 +0.2%
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