PJAN icon

Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

149 hedge funds and large institutions have $424M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
67
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$7.25M
2
LNC
2
Lincoln National Corp
Pennsylvania
$26.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
MW
4
MBL Wealth
North Carolina
$7.15M
5
CAG
5
Compass Advisory Group
New York
$13.3M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
BCM
2
Brookstone Capital Management
Illinois
$2.68M
3
WP
3
WealthPLAN Partners
Nebraska
$2.14M
4
WIM
4
WealthPlan Investment Management
Nebraska
$3.54M
5
BWM
5
BCGM Wealth Management
Indiana
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Stuart Chaussee & Associates
California
$1.46M 43,995 +3,495 +9%
Cerity Partners
52
Cerity Partners
New York
$1.46M 43,965 +11,600 +36%
OCM
53
Orion Capital Management
California
$1.46M 43,850 +8,676 +25%
SWM
54
Sugarloaf Wealth Management
Georgia
$1.45M 43,690 +7,020 +19%
SPC
55
Sigma Planning Corp
Michigan
$1.42M 42,740 +14,040 +49%
Truist Financial
56
Truist Financial
North Carolina
$1.37M 41,112 +20,112 +96%
AAS
57
Avantax Advisory Services
Texas
$1.34M 40,349 +8,225 +26%
3AM
58
3EDGE Asset Management
Florida
$1.14M 34,449 +34,449 New
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$1.13M 34,123 +34,123 New
HI
60
Harbour Investments
Wisconsin
$1.13M 33,925 +5,413 +19%
FFN
61
Focus Financial Network
Minnesota
$1.13M 33,925 +6,345 +23%
BAM
62
Belpointe Asset Management
Nevada
$1.12M 33,591 +25,966 +341%
AF
63
Advisornet Financial
Minnesota
$1.08M 32,578 -300 -0.9%
LPL Financial
64
LPL Financial
California
$1.08M 32,511 -278 -0.8%
CPIG
65
Chicago Partners Investment Group
Illinois
$1.07M 32,073 – –
CF
66
Centaurus Financial
California
$1.04M 31,356 +31,356 New
CWS
67
Cypress Wealth Services
California
$1.03M 30,900 +2,223 +8%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M 30,722 +5,430 +21%
BWM
69
BCS Wealth Management
Tennessee
$999K 30,077 +13,326 +80%
SIA
70
Soltis Investment Advisors
Utah
$982K 29,573 -2,398 -8%
PI
71
Parkside Investments
Illinois
$955K 28,750 +10,750 +60%
CNWM
72
Clay Northam Wealth Management
California
$910K 27,415 +4,330 +19%
CA
73
Cetera Advisors
Colorado
$904K 27,209 +1,198 +5%
SB
74
Strategic Blueprint
Georgia
$874K 26,315 +11,075 +73%
SS
75
Sunbelt Securities
Texas
$870K 26,415 -6,927 -21%
1 2
3
4 5