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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

219 hedge funds and large institutions have $1.76B invested in Innovator US Equity Power Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
31
Increased
49
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$163M
2
PCM
2
Penserra Capital Management
California
$47.2M
3
WIA
3
World Investment Advisors
California
$3.81M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$15.7M
5
CPP
5
Capasso Planning Partners
South Carolina
$2.78M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$34.3M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$7.35M
4
NA
4
NewEdge Advisors
Louisiana
$1.52M
5
MI
5
Motiv8 Investments
Florida
$7.19M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$1.48M 34,968 -1,558 -4%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$1.44M 33,976 +1,850 +6%
CA
78
Continuum Advisory
Idaho
$1.43M 33,729 -93 -0.3%
CRWM
79
Castle Rock Wealth Management
California
$1.42M 33,002 -3,521 -10%
MA
80
Mutual Advisors
Nebraska
$1.39M 32,771 +12,254 +60%
GCP
81
Gill Capital Partners
Colorado
$1.35M 32,013 -3,459 -10%
RA
82
RFG Advisory
Alabama
$1.3M 30,775 -22,753 -43%
FCCM
83
First City Capital Management
Georgia
$1.28M 30,200 – –
EMAM
84
Encompass More Asset Management
California
$1.27M 30,161 +13,251 +78%
BCI
85
Brinker Capital Investments
Pennsylvania
$1.27M 30,131 +2,196 +8%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.27M 30,131 +2,196 +8%
LWA
87
Lineweaver Wealth Advisors
Ohio
$1.25M 29,550 – –
AWAG
88
ARS Wealth Advisors Group
Florida
$1.16M 27,395 -171 -0.6%
FFA
89
Farther Finance Advisors
California
$1.13M 26,657 +18,906 +244%
CWG
90
Crown Wealth Group
North Carolina
$1.11M 26,277 +52 +0.2%
ASN
91
Advisory Services Network
Georgia
$1.08M 25,640 -1,188 -4%
YWS
92
Yarger Wealth Strategies
Ohio
$1.08M 25,619 -17,144 -40%
LWM
93
Lakeridge Wealth Management
Ohio
$1.05M 24,878 – –
BWM
94
BCS Wealth Management
Tennessee
$1.03M 24,459 -2,312 -9%
BWM
95
Bernard Wealth Management
Michigan
$1.01M 24,002 +24,002 New
FCM
96
Firestone Capital Management
Florida
$1.01M 23,912 -238 -1%
AAS
97
Avantax Advisory Services
Texas
$1.01M 23,846 +2,130 +10%
FFN
98
Focus Financial Network
Minnesota
$1M 23,780 -712 -3%
CNWM
99
Clay Northam Wealth Management
California
$1M 23,775 -835 -3%
VA
100
Valmark Advisers
Ohio
$935K 22,120 – –
2 3
4
5 6