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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

166 hedge funds and large institutions have $521M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
38
Increased
49
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$15M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
NA
4
NewEdge Advisors
Louisiana
$8.38M
5
EPW
5
Evergreen Private Wealth
Colorado
$7.16M

Top Sellers

1
GCP
1
Gill Capital Partners
Colorado
$595K
2
AWM
2
AE Wealth Management
Kansas
$2.49M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.84M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.28M
5
WP
5
WealthPLAN Partners
Nebraska
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$934K 25,081 -1,088 -4%
KWS
77
Keystone Wealth Services
California
$919K 24,672 – –
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$916K 24,588 -3,399 -12%
RIS
79
Retirement Income Solutions
Michigan
$910K 24,449 – –
SS
80
Sunbelt Securities
Texas
$889K 23,865 -250 -1%
3AM
81
3EDGE Asset Management
Florida
$878K 23,571 -19,510 -45%
BAM
82
Belpointe Asset Management
Nevada
$861K 23,113 -3,064 -12%
BFC
83
Bedel Financial Consulting
Indiana
$846K 22,720 -229 -1%
ASN
84
Advisory Services Network
Georgia
$842K 22,614 -17,160 -43%
KWM
85
KFG Wealth Management
Indiana
$831K 22,309 -23,971 -52%
MCM
86
MAI Capital Management
Ohio
$788K 21,153 +3,640 +21%
VBFP
87
Valtinson Bruner Financial Planning
Minnesota
$780K 20,934 -24 -0.1%
CRWM
88
Castle Rock Wealth Management
California
$750K 20,325 – –
SAF
89
Smith Anglin Financial
Texas
$749K 20,116 – –
TF
90
Trek Financial
Arizona
$733K 19,681 +9,553 +94%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$733K 19,672 -853 -4%
CWM
92
Castle Wealth Management
Florida
$732K 19,653 +19,653 New
AAS
93
Avantax Advisory Services
Texas
$703K 18,870 -27,602 -59%
BWM
94
BCS Wealth Management
Tennessee
$702K 18,860 -1,834 -9%
MPCL
95
My Personal CFO LLC
Washington
$688K 18,469 -936 -5%
WP
96
WealthPLAN Partners
Nebraska
$662K 17,779 -45,184 -72%
ICG
97
InterOcean Capital Group
Tennessee
$662K 17,771 -4,780 -21%
PWMG
98
Pinnacle Wealth Management Group
Michigan
$625K 16,786 +1,303 +8%
SFP
99
Sterling Financial Planning
New Jersey
$622K 16,709 -431 -3%
DFA
100
DHJJ Financial Advisors
Illinois
$595K 15,984 -2,172 -12%
2 3
4
5 6