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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

217 hedge funds and large institutions have $807M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 96 reducing their positions, and 16 closing their positions.

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
96
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$12.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$49.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.72M
4
KAS
4
Kestra Advisory Services
Texas
$14.6M
5
HAS
5
HBW Advisory Services
California
$2.1M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
BCM
2
Brookstone Capital Management
Illinois
$20M
3
LC
3
Legacy CG
Texas
$0
4
OWA
4
Outlook Wealth Advisors
Texas
$1.94M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.57M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
51
Diligent Investors
California
$2.4M 59,565 -160 -0.3%
NF
52
Nikulski Financial
Iowa
$2.37M 58,910 -3,925 -6%
RJA
53
Raymond James & Associates
Florida
$2.34M 58,068 -19,760 -25%
AWM
54
Apollon Wealth Management
South Carolina
$2.26M 56,200 – –
OIA
55
OneDigital Investment Advisors
Kansas
$2.24M 55,802 -62 -0.1%
AWM
56
Axxcess Wealth Management
California
$2.21M 54,908 -53,713 -49%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2.19M 54,496 +2,846 +6%
CA
58
Corrado Advisors
New Jersey
$2.19M 54,468 -666 -1%
SB
59
Strategic Blueprint
Georgia
$2.18M 54,265 -1,564 -3%
SPC
60
Sigma Planning Corp
Michigan
$2.13M 53,037 -27,954 -35%
HAS
61
HBW Advisory Services
California
$2.1M 52,212 +52,212 New
SCA
62
Stuart Chaussee & Associates
California
$2.09M 51,940 -2,450 -5%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$2.04M 50,632 +27,117 +115%
CAC
64
Certified Advisory Corp
Florida
$1.98M 49,254 -507 -1%
AWS
65
Atria Wealth Solutions
New York
$1.94M 48,194 -609 -1%
OWA
66
Outlook Wealth Advisors
Texas
$1.94M 10,260 -67,473 -87%
RA
67
RFG Advisory
Alabama
$1.9M 47,297 +3,633 +8%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.83M 45,369 -249 -0.5%
AF
69
Advisornet Financial
Minnesota
$1.81M 44,937 – –
FA
70
FSA Advisors
Michigan
$1.79M 44,474 -317 -0.7%
AWM
71
AE Wealth Management
Kansas
$1.77M 44,049 +4,561 +12%
YWS
72
Yarger Wealth Strategies
Ohio
$1.69M 41,990 -50 -0.1%
SWM
73
Sugarloaf Wealth Management
Georgia
$1.66M 41,230 – –
Jane Street
74
Jane Street
New York
$1.64M 40,799 -7,902 -16%
AIA
75
Alera Investment Advisors
Illinois
$1.63M 40,605 -22,651 -36%
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