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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

219 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
31
Increased
49
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$22.4M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$163M
3
PCM
3
Penserra Capital Management
California
$47.2M
4
RCWM
4
Red Crane Wealth Management
California
$4.8M
5
WIA
5
World Investment Advisors
California
$3.81M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$34.3M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$7.35M
4
NA
4
NewEdge Advisors
Louisiana
$1.52M
5
MI
5
Motiv8 Investments
Florida
$7.19M
Name Market Value Shares Shares
Change 		Shares
Change %
RCWM
26
Red Crane Wealth Management
California
$4.8M 113,672 +113,672 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.63M 109,490 -3,082 -3%
IA
28
IFP Advisors
Florida
$4.27M 101,176 +22,224 +28%
LIWM
29
Long Island Wealth Management
New York
$4.1M 97,095 -62 -0.1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$3.93M 92,926 +5,651 +6%
WIA
31
World Investment Advisors
California
$3.81M 90,196 +90,196 New
BWM
32
BCGM Wealth Management
Indiana
$3.7M 87,599 – –
EWM
33
Elmwood Wealth Management
California
$3.69M 87,308 -1,745 -2%
CHC
34
City Holding Co
West Virginia
$3.66M 86,705 -41,750 -33%
PCA
35
Pallas Capital Advisors
Massachusetts
$3.64M 86,252 -864 -1%
GIA
36
Gladstone Institutional Advisory
Florida
$3.49M 82,511 -10,269 -11%
CFS
37
CRA Financial Services
New Jersey
$3.42M 80,888 -1,561 -2%
MCM
38
MAI Capital Management
Ohio
$3.09M 73,040 -1,539 -2%
EWM
39
Evermay Wealth Management
Virginia
$3.02M 71,499 -769 -1%
BCM
40
Brookstone Capital Management
Illinois
$2.94M 69,653 -25,132 -27%
TC
41
TownSquare Capital
Utah
$2.88M 68,237 -4,833 -7%
WCM
42
Weaver Capital Management
Georgia
$2.88M 68,236 -176 -0.3%
WA
43
Wealth Alliance
New York
$2.82M 66,781 -173 -0.3%
CPP
44
Capasso Planning Partners
South Carolina
$2.78M 65,692 +65,692 New
DI
45
Diligent Investors
California
$2.73M 64,648 +5,085 +9%
CAG
46
Compass Advisory Group
New York
$2.67M 63,167 – –
PS
47
Principal Securities
Iowa
$2.62M 62,103 +41,091 +196%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$2.57M 60,914 -5,925 -9%
OIA
49
OneDigital Investment Advisors
Kansas
$2.45M 57,935 +4,078 +8%
Truist Financial
50
Truist Financial
North Carolina
$2.41M 57,099 -2,234 -4%
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