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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 %
KWM
76
KFG Wealth Management
Indiana
$1.62M 40,151 – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M 39,488 -111 -0.3%
JWM
78
Jessup Wealth Management
Ohio
$1.51M 37,535 -683 -2%
CRWM
79
Castle Rock Wealth Management
California
$1.5M 37,298 -831 -2%
OCM
80
Orion Capital Management
California
$1.5M 37,287 +105 +0.3%
W
81
WorthPointe
California
$1.49M 37,000 +183 +0.5%
HI
82
Harbour Investments
Wisconsin
$1.47M 36,559 -430 -1%
FCFC
83
First Commonwealth Financial Corp
Pennsylvania
$1.44M 35,735 – –
GCP
84
Gill Capital Partners
Colorado
$1.44M 35,686 -1,296 -4%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.41M 34,996 -1,736 -5%
CA
86
Continuum Advisory
Idaho
$1.36M 33,841 -30 -0.1%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.34M 33,403 +18,069 +118%
OCFG
88
O'Connor Financial Group
Illinois
$1.3M 32,317 +17 +0.1%
BCI
89
Brinker Capital Investments
Pennsylvania
$1.29M 32,054 +6,860 +27%
OPS
90
Orion Portfolio Solutions
Nebraska
$1.29M 32,054 +6,860 +27%
FCCM
91
First City Capital Management
Georgia
$1.21M 30,200 – –
LWA
92
Lineweaver Wealth Advisors
Ohio
$1.19M 29,550 – –
CWG
93
Crown Wealth Group
North Carolina
$1.16M 28,930 -3,292 -10%
TWM
94
Tradition Wealth Management
Minnesota
$1.14M 28,248 -2,240 -7%
AWAG
95
ARS Wealth Advisors Group
Florida
$1.11M 27,566 -140 -0.5%
ASN
96
Advisory Services Network
Georgia
$1.08M 26,828 -690 -3%
BWM
97
BCS Wealth Management
Tennessee
$1.08M 26,771 -195 -0.7%
CA
98
Clearstead Advisors
Ohio
$1.07M 26,581 – –
CPIG
99
Chicago Partners Investment Group
Illinois
$1.06M 26,403 -3,003 -10%
FFN
100
Focus Financial Network
Minnesota
$1.06M 26,081 -1,600 -6%
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