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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

212 hedge funds and large institutions have $706M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
35
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$5.33M
2
GIA
2
Gladstone Institutional Advisory
Florida
$3.83M
3
PCM
3
Penserra Capital Management
California
$39.7M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.33M
5
UBS Group
5
UBS Group
Switzerland
$1.21M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
BCM
2
Brookstone Capital Management
Illinois
$3.92M
3
TW
3
Transform Wealth
Colorado
$0
4
Mariner
4
Mariner
Kansas
$389K
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.25M 54,569 +3,937 +8%
OIA
52
OneDigital Investment Advisors
Kansas
$2.23M 53,857 -1,945 -3%
RA
53
RFG Advisory
Alabama
$2.21M 53,528 +6,231 +13%
HAS
54
HBW Advisory Services
California
$2.19M 53,078 +866 +2%
AWM
55
Apollon Wealth Management
South Carolina
$2.12M 51,200 -5,000 -9%
SCA
56
Stuart Chaussee & Associates
California
$2.09M 50,675 -1,265 -2%
NF
57
Nikulski Financial
Iowa
$2.09M 50,465 -8,445 -14%
CAC
58
Certified Advisory Corp
Florida
$2.02M 48,994 -260 -0.5%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.87M 45,248 -121 -0.3%
AF
60
Advisornet Financial
Minnesota
$1.86M 44,937 – –
FA
61
FSA Advisors
Michigan
$1.83M 44,253 -221 -0.5%
AWM
62
AE Wealth Management
Kansas
$1.83M 44,236 +187 +0.4%
YWS
63
Yarger Wealth Strategies
Ohio
$1.77M 42,763 +773 +2%
SWM
64
Sugarloaf Wealth Management
Georgia
$1.7M 41,230 – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M 39,725 +237 +0.6%
KWM
66
KFG Wealth Management
Indiana
$1.64M 39,713 -438 -1%
OCM
67
Orion Capital Management
California
$1.54M 37,287 – –
AWS
68
Atria Wealth Solutions
New York
$1.54M 37,234 -10,960 -23%
JWM
69
Jessup Wealth Management
Ohio
$1.54M 37,204 -331 -0.9%
W
70
WorthPointe
California
$1.53M 37,061 +61 +0.2%
OMC
71
Old Mission Capital
Illinois
$1.53M 36,922 +14,885 +68%
AIA
72
Alera Investment Advisors
Illinois
$1.53M 36,912 -3,693 -9%
HI
73
Harbour Investments
Wisconsin
$1.51M 36,526 -33 -0.1%
CRWM
74
Castle Rock Wealth Management
California
$1.51M 36,523 -775 -2%
FCFC
75
First Commonwealth Financial Corp
Pennsylvania
$1.48M 35,735 – –
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