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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

212 hedge funds and large institutions have $706M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
35
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$5.33M
2
GIA
2
Gladstone Institutional Advisory
Florida
$3.83M
3
PCM
3
Penserra Capital Management
California
$39.7M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.33M
5
UBS Group
5
UBS Group
Switzerland
$1.21M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
BCM
2
Brookstone Capital Management
Illinois
$3.92M
3
TW
3
Transform Wealth
Colorado
$0
4
Mariner
4
Mariner
Kansas
$389K
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$4.65M 112,572 – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$4.33M 104,728 +50,232 +92%
LIWM
28
Long Island Wealth Management
New York
$4.01M 97,157 -12 -0%
BCM
29
Brookstone Capital Management
Illinois
$3.92M 94,785 -399,401 -81%
GIA
30
Gladstone Institutional Advisory
Florida
$3.83M 92,780 +87,309 +1,596%
EWM
31
Elmwood Wealth Management
California
$3.68M 89,053 -4,419 -5%
BWM
32
BCGM Wealth Management
Indiana
$3.62M 87,599 – –
PCA
33
Pallas Capital Advisors
Massachusetts
$3.61M 87,116 -3,300 -4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.61M 87,275 -9,625 -10%
CFS
35
CRA Financial Services
New Jersey
$3.41M 82,449 -2,755 -3%
IA
36
IFP Advisors
Florida
$3.26M 78,952 -12,364 -14%
MCM
37
MAI Capital Management
Ohio
$3.08M 74,579 -6,901 -8%
TC
38
TownSquare Capital
Utah
$3.02M 73,070 +1,960 +3%
EWM
39
Evermay Wealth Management
Virginia
$2.99M 72,268 -3,844 -5%
WCM
40
Weaver Capital Management
Georgia
$2.83M 68,412 -1,558 -2%
WA
41
Wealth Alliance
New York
$2.77M 66,954 +21 +0%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$2.76M 66,839 -4,163 -6%
TF
43
Trek Financial
Arizona
$2.65M 64,254 +363 +0.6%
CAG
44
Compass Advisory Group
New York
$2.61M 63,167 -1,433 -2%
CF
45
Centaurus Financial
California
$2.49M 60,309 -1,113 -2%
DI
46
Diligent Investors
California
$2.46M 59,563 -2 -0%
Truist Financial
47
Truist Financial
North Carolina
$2.45M 59,333 -519 -0.9%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.43M 58,770 +25,367 +76%
SB
49
Strategic Blueprint
Georgia
$2.34M 56,634 +2,369 +4%
RJA
50
Raymond James & Associates
Florida
$2.32M 56,242 -1,826 -3%
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