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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

150 hedge funds and large institutions have $452M invested in Innovator US Equity Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 74 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
11
Increased
29
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$8.87M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.82M
3
CA
3
CoreCap Advisors
Michigan
$3.46M
4
PCM
4
Penserra Capital Management
California
$20.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.6M

Top Sellers

1
MW
1
MBL Wealth
North Carolina
$0
2
ICG
2
InterOcean Capital Group
Tennessee
$1.02M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
CHC
4
City Holding Co
West Virginia
$6.57M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$575K 16,371 -7,035 -30%
CPCM
102
Cardinal Point Capital Management
Ontario, Canada
$560K 15,940 – –
MSFS
103
Main Street Financial Solutions
Pennsylvania
$544K 15,500 – –
FCM
104
Firestone Capital Management
Florida
$543K 15,329 – –
VWA
105
Visionary Wealth Advisors
Illinois
$536K 15,269 -200 -1%
DIM
106
Delta Investment Management
California
$441K 12,553 -435 -3%
AAP
107
Arax Advisory Partners
Colorado
$418K 11,893 – –
PWA
108
Pillar Wealth Advisors
Pennsylvania
$397K 11,308 – –
PI
109
Parkside Investments
Illinois
$377K 10,750 -18,000 -63%
Cerity Partners
110
Cerity Partners
New York
$359K 10,231 -33,734 -77%
AGA
111
Accuvest Global Advisors
Utah
$349K 9,929 – –
RRC
112
Relaxing Retirement Coach
Massachusetts
$348K 9,924 – –
AWM
113
Atticus Wealth Management
Florida
$347K 9,871 -9,481 -49%
SFG
114
Sovereign Financial Group
Connecticut
$342K 9,731 +9,731 New
KWM
115
Kingsview Wealth Management
Oregon
$328K 9,342 +839 +10%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$320K 9,167 +9,167 New
RA
117
RFG Advisory
Alabama
$314K 8,933 +8,933 New
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$310K 8,840 +4,900 +124%
VA
119
Valmark Advisers
Ohio
$298K 8,492 – –
T
120
TRUADVICE
Florida
$288K 8,159 – –
SWM
121
Spire Wealth Management
Virginia
$263K 7,500 – –
WCG
122
Weaver Consulting Group
California
$261K 7,422 -6,535 -47%
W
123
WPWealth
Texas
$253K 7,214 -6,364 -47%
CFP
124
Cypress Financial Planning
New Jersey
$249K 7,083 -21 -0.3%
AIC
125
Archer Investment Corporation
Indiana
$246K 7,000 – –
3 4
5
6 7