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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 %
CNWM
76
Clay Northam Wealth Management
California
$913K 26,015 -1,400 -5%
KWS
77
Keystone Wealth Services
California
$912K 25,972 – –
KCM
78
Kathmere Capital Management
Pennsylvania
$902K 25,689 -183 -0.7%
FCCM
79
First City Capital Management
Georgia
$892K 25,400 – –
CA
80
Cetera Advisors
Colorado
$879K 25,039 -2,170 -8%
SS
81
Sunbelt Securities
Texas
$847K 24,115 -2,300 -9%
BFC
82
Bedel Financial Consulting
Indiana
$833K 23,738 – –
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$792K 22,552 +4,197 +23%
W
84
WorthPointe
California
$783K 22,304 -199 -0.9%
CA
85
Cambridge Advisors
Nebraska
$782K 22,272 -170 -0.8%
VBFP
86
Valtinson Bruner Financial Planning
Minnesota
$736K 20,958 – –
AAM
87
American Asset Management
Florida
$726K 20,680 – –
CRWM
88
Castle Rock Wealth Management
California
$714K 20,325 – –
SAF
89
Smith Anglin Financial
Texas
$706K 20,116 – –
TF
90
Trek Financial
Arizona
$692K 19,698 -33 -0.2%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$684K 19,478 -25,814 -57%
NFG
92
Nations Financial Group
Iowa
$683K 19,462 +1,043 +6%
RIS
93
Retirement Income Solutions
Michigan
$667K 18,993 – –
DFA
94
DHJJ Financial Advisors
Illinois
$655K 18,661 -265 -1%
PWMG
95
Pinnacle Wealth Management Group
Michigan
$649K 18,483 – –
GSIS
96
Global Strategic Investment Solutions
Arizona
$632K 18,002 -167 -0.9%
MPCL
97
My Personal CFO LLC
Washington
$625K 17,810 +1,596 +10%
SFP
98
Sterling Financial Planning
New Jersey
$606K 17,249 -226 -1%
NA
99
NewEdge Advisors
Louisiana
$602K 17,138 -6,995 -29%
MA
100
Mutual Advisors
Nebraska
$592K 16,855 -1,030 -6%
2 3
4
5 6