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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

216 hedge funds and large institutions have $907M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
93
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$46.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21M

Top Sellers

1
EPW
1
Evergreen Private Wealth
Colorado
$355K
2
SCA
2
Stuart Chaussee & Associates
California
$2.13M
3
WIM
3
WealthPlan Investment Management
Nebraska
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.54M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$3.04M 77,828 +39,026 +101%
OWA
52
Outlook Wealth Advisors
Texas
$3.04M 77,733 +77,733 New
WCM
53
Weaver Capital Management
Georgia
$2.88M 73,645 +27,345 +59%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$2.84M 72,688 -1,121 -2%
WA
55
Wealth Alliance
New York
$2.62M 66,998 +14,012 +26%
CAG
56
Compass Advisory Group
New York
$2.58M 65,930 -4,135 -6%
TF
57
Trek Financial
Arizona
$2.55M 65,286 +45,605 +232%
AIA
58
Alera Investment Advisors
Illinois
$2.47M 63,256 -3,427 -5%
CF
59
Centaurus Financial
California
$2.46M 62,995 +17,769 +39%
NF
60
Nikulski Financial
Iowa
$2.46M 62,835 +1,700 +3%
Truist Financial
61
Truist Financial
North Carolina
$2.34M 59,739 +27,794 +87%
DI
62
Diligent Investors
California
$2.34M 59,725 +7,200 +14%
AWM
63
Apollon Wealth Management
South Carolina
$2.2M 56,200 – –
PCS
64
Private Client Services
Kentucky
$2.2M 56,181 +56,181 New
3AM
65
3EDGE Asset Management
Florida
$2.19M 56,094 +32,523 +138%
OIA
66
OneDigital Investment Advisors
Kansas
$2.18M 55,864 +675 +1%
SB
67
Strategic Blueprint
Georgia
$2.18M 55,829 +19,352 +53%
CA
68
Corrado Advisors
New Jersey
$2.16M 55,134 +55,134 New
SCA
69
Stuart Chaussee & Associates
California
$2.13M 54,390 -171,650 -76%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.02M 51,650 +4,482 +10%
CAC
71
Certified Advisory Corp
Florida
$1.95M 49,761 +49,761 New
AWS
72
Atria Wealth Solutions
New York
$1.91M 48,803 +40,264 +472%
Jane Street
73
Jane Street
New York
$1.9M 48,701 +48,701 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.78M 45,618 -24,862 -35%
WP
75
WealthPLAN Partners
Nebraska
$1.76M 45,016 +27,237 +153%
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