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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

150 hedge funds and large institutions have $452M invested in Innovator US Equity Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 74 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
11
Increased
29
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$8.87M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.82M
3
CA
3
CoreCap Advisors
Michigan
$3.46M
4
PCM
4
Penserra Capital Management
California
$20.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.6M

Top Sellers

1
MW
1
MBL Wealth
North Carolina
$0
2
ICG
2
InterOcean Capital Group
Tennessee
$1.02M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
CHC
4
City Holding Co
West Virginia
$6.57M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.44M 41,032 +683 +2%
ASN
52
Advisory Services Network
Georgia
$1.44M 41,015 -6,379 -13%
LWA
53
Lineweaver Wealth Advisors
Ohio
$1.41M 40,030 -21,240 -35%
Truist Financial
54
Truist Financial
North Carolina
$1.4M 39,830 -1,282 -3%
OCM
55
Orion Capital Management
California
$1.36M 38,848 -5,002 -11%
MCM
56
MAI Capital Management
Ohio
$1.3M 37,014 -28,138 -43%
SPC
57
Sigma Planning Corp
Michigan
$1.24M 35,241 -7,499 -18%
TC
58
TownSquare Capital
Utah
$1.22M 34,619 +28,063 +428%
HI
59
Harbour Investments
Wisconsin
$1.19M 33,765 -160 -0.5%
FFN
60
Focus Financial Network
Minnesota
$1.18M 33,660 -265 -0.8%
WP
61
WealthPLAN Partners
Nebraska
$1.15M 32,890 -31,580 -49%
AF
62
Advisornet Financial
Minnesota
$1.14M 32,578 – –
LPL Financial
63
LPL Financial
California
$1.14M 32,417 -94 -0.3%
BAM
64
Belpointe Asset Management
Nevada
$1.13M 32,317 -1,274 -4%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.12M 31,954 +6,406 +25%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M 30,798 +76 +0.2%
CWS
67
Cypress Wealth Services
California
$1.07M 30,264 -636 -2%
3AM
68
3EDGE Asset Management
Florida
$1.07M 30,469 -3,980 -12%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.05M 30,647 -20,062 -40%
ICG
70
InterOcean Capital Group
Tennessee
$1.02M 29,151 -144,223 -83%
CPIG
71
Chicago Partners Investment Group
Illinois
$1.02M 28,891 -3,182 -10%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.01M 28,689 +28,689 New
BWM
73
BCS Wealth Management
Tennessee
$958K 27,276 -2,801 -9%
SIA
74
Soltis Investment Advisors
Utah
$947K 26,975 -2,598 -9%
SB
75
Strategic Blueprint
Georgia
$914K 26,019 -296 -1%
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3
4 5