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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 %
GCP
76
Gill Capital Partners
Colorado
$1.47M 35,472 -214 -0.6%
CA
77
Continuum Advisory
Idaho
$1.42M 33,822 -19 -0.1%
OCFG
78
O'Connor Financial Group
Illinois
$1.34M 32,511 +194 +0.6%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$1.33M 32,126 -2,870 -8%
FCCM
80
First City Capital Management
Georgia
$1.25M 30,200 – –
LWA
81
Lineweaver Wealth Advisors
Ohio
$1.22M 29,550 – –
UBS Group
82
UBS Group
Switzerland
$1.21M 29,393 +26,880 +1,070%
SPC
83
Sigma Planning Corp
Michigan
$1.19M 28,839 -24,198 -46%
OPS
84
Orion Portfolio Solutions
Nebraska
$1.15M 27,935 -4,119 -13%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.15M 27,935 -4,119 -13%
WIM
86
WealthPlan Investment Management
Nebraska
$1.14M 27,667 +1,383 +5%
AWAG
87
ARS Wealth Advisors Group
Florida
$1.14M 27,566 – –
BWM
88
BCS Wealth Management
Tennessee
$1.11M 26,771 – –
CA
89
Clearstead Advisors
Ohio
$1.1M 26,581 – –
CWG
90
Crown Wealth Group
North Carolina
$1.08M 26,225 -2,705 -9%
ASN
91
Advisory Services Network
Georgia
$1.08M 26,828 – –
LWM
92
Lakeridge Wealth Management
Ohio
$1.03M 24,878 – –
CNWM
93
Clay Northam Wealth Management
California
$1.02M 24,610 – –
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$1.01M 24,520 -900 -4%
FFN
95
Focus Financial Network
Minnesota
$1.01M 24,492 -1,589 -6%
FCM
96
Firestone Capital Management
Florida
$998K 24,150 – –
KWS
97
Keystone Wealth Services
California
$980K 23,718 – –
AG
98
Ascent Group
Virginia
$975K 23,589 +3,076 +15%
SWA
99
Stratos Wealth Advisors
Ohio
$957K 23,149 – –
VA
100
Valmark Advisers
Ohio
$914K 22,120 – –
2 3
4
5 6