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Innovator US Equity Power Buffer ETF January
PJAN

56 hedge funds and large institutions have $146M invested in Innovator US Equity Power Buffer ETF January in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

27% more funds holding

Funds holding: 44 → 56 (+12)

9% more capital invested

Capital invested by funds: $134M → $146M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.61% less ownership

Funds ownership: 65.2% → 61.59% (-3.6%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
+$8.32M
2
CA
Cambridge Advisors
Nebraska
+$3.4M
3
PI
Parkside Investments
Illinois
+$3.08M
4
WP
WealthPLAN Partners
Nebraska
+$1.91M
5
RTS
Round Table Services
New Jersey
+$1.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$20.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.31M
3
CA
Corrado Advisors
New Jersey
-$2.34M
4
DP
Denver PWM
Colorado
-$1.5M
5
SFSG
Stearns Financial Services Group
North Carolina
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$28K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$14K – – –
LFG
54
Larson Financial Group
Missouri
$10K +$9.36K +346 New
SWM
55
Sugarloaf Wealth Management
Georgia
$4K +$4.06K +150 New
Citadel Advisors
56
Citadel Advisors
Florida
– -$20.8M -830,450 Closed
DP
57
Denver PWM
Colorado
– -$1.5M -61,484 Closed
AIC
58
Ameritas Investment Company
Nebraska
– -$478K -19,380 Closed
AIS
59
Accurate Investment Solutions
Pennsylvania
– -$301K -12,018 Closed
Wolverine Trading
60
Wolverine Trading
Illinois
– -$249K -9,837 Closed
UBS Group
61
UBS Group
Switzerland
– -$33K -1,319 Closed
S
62
SignatureFD
Georgia
– -$11K -422 Closed
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