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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 %
AF
76
Advisornet Financial
Minnesota
$1.76M 44,937 – –
FA
77
FSA Advisors
Michigan
$1.75M 44,791 -1,061 -2%
RA
78
RFG Advisory
Alabama
$1.71M 43,664 +34,667 +385%
YWS
79
Yarger Wealth Strategies
Ohio
$1.64M 42,040 +42,040 New
SWM
80
Sugarloaf Wealth Management
Georgia
$1.61M 41,230 -2,135 -5%
KWM
81
KFG Wealth Management
Indiana
$1.57M 40,151 +17,842 +80%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M 39,599 +8,153 +26%
AWM
83
AE Wealth Management
Kansas
$1.54M 39,488 -26,297 -40%
JWM
84
Jessup Wealth Management
Ohio
$1.49M 38,218 +38,218 New
CRWM
85
Castle Rock Wealth Management
California
$1.47M 38,129 +17,804 +88%
OCM
86
Orion Capital Management
California
$1.45M 37,182 +138 +0.4%
HI
87
Harbour Investments
Wisconsin
$1.45M 36,989 +1,403 +4%
W
88
WorthPointe
California
$1.44M 36,817 +11,530 +46%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$1.44M 36,732 +25,715 +233%
GCP
90
Gill Capital Partners
Colorado
$1.43M 36,982 +21,009 +132%
FCFC
91
First Commonwealth Financial Corp
Pennsylvania
$1.4M 35,735 +35,735 New
CA
92
Continuum Advisory
Idaho
$1.33M 33,871 -2,896 -8%
OCFG
93
O'Connor Financial Group
Illinois
$1.26M 32,300 +32,300 New
CWG
94
Crown Wealth Group
North Carolina
$1.26M 32,222 +589 +2%
WIM
95
WealthPlan Investment Management
Nebraska
$1.25M 31,889 -28,151 -47%
TWM
96
Tradition Wealth Management
Minnesota
$1.19M 30,488 +30,488 New
FCCM
97
First City Capital Management
Georgia
$1.18M 30,200 – –
LWA
98
Lineweaver Wealth Advisors
Ohio
$1.16M 29,550 -1,500 -5%
CPIG
99
Chicago Partners Investment Group
Illinois
$1.14M 29,406 -1,294 -4%
AWAG
100
ARS Wealth Advisors Group
Florida
$1.08M 27,706 – –
2 3
4
5 6