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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
29
Increased
19
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$11.9M
2
SEP
2
Southland Equity Partners
Missouri
$9.99M
3
MW
3
MBL Wealth
North Carolina
$6.74M
4
BA
4
Bellwether Advisors
Nebraska
$2.7M
5
TWM
5
Tradition Wealth Management
Minnesota
$2.41M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
BMM
2
Berkshire Money Management
Massachusetts
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.47M
5
RTS
5
Round Table Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$346K 11,324 +395 +4%
SPC
52
Sigma Planning Corp
Michigan
$341K 11,135 +11,135 New
CA
53
Cetera Advisors
Colorado
$288K 9,415 +9,415 New
MSFS
54
Main Street Financial Solutions
Pennsylvania
$260K 8,500 +8,500 New
SFP
55
Sterling Financial Planning
New Jersey
$258K 8,432 +8,432 New
ICG
56
InterOcean Capital Group
Tennessee
$242K 7,910 +7,910 New
DFA
57
DHJJ Financial Advisors
Illinois
$228K 7,468 +7,468 New
AAS
58
Avantax Advisory Services
Texas
$223K 7,293 -46,508 -86%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$217K 7,094 +7,094 New
Morgan Stanley
60
Morgan Stanley
New York
$125K 4,100 +4,100 New
IFAM
61
Institutional & Family Asset Management
Colorado
$69K 2,250 +2,250 New
VFA
62
Valeo Financial Advisors
Indiana
$54K 1,757 – –
LFG
63
Larson Financial Group
Missouri
$54K 1,768 – –
AWA
64
Arkadios Wealth Advisors
Georgia
$51K 1,700 +1,700 New
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$31K 1,000 -500 -33%
OCM
66
Orion Capital Management
California
$29K 953 +953 New
AAP
67
Arax Advisory Partners
Colorado
$28K 908 +408 +82%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$22K 675 – –
SQA
69
Simon Quick Advisors
New Jersey
$21K 690 +690 New
CAAS
70
Capital Asset Advisory Services
Michigan
$21K 700 +700 New
OIM
71
Oder Investment Management
California
$11K 352 +352 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$11K 366 +366 New
BCI
73
Brinker Capital Investments
Pennsylvania
– – -366,700 Closed
BMM
74
Berkshire Money Management
Massachusetts
– – -264,061 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– – -219,242 Closed
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