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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

143 hedge funds and large institutions have $405M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
29
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$2.97M
2
AAS
2
Ameritas Advisory Services
Nebraska
$2.84M
3
PCM
3
Penserra Capital Management
California
$22.5M
4
TC
4
TownSquare Capital
Utah
$2.79M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.21M

Top Sellers

1
CAG
1
Compass Advisory Group
New York
$3.73M
2
AF
2
Allworth Financial
California
$8.14K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.76M
4
IA
4
IFP Advisors
Florida
$2.74M
5
CA
5
Corrado Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$508K 14,600 -900 -6%
DIM
102
Delta Investment Management
California
$461K 13,261 +708 +6%
CA
103
Continuum Advisory
Idaho
$440K 12,638 +12,638 New
NRC
104
New Republic Capital
North Carolina
$417K 11,995 +11,995 New
AAP
105
Arax Advisory Partners
Colorado
$414K 11,893 – –
PWA
106
Pillar Wealth Advisors
Pennsylvania
$393K 11,308 – –
SC
107
Savant Capital
Illinois
$375K 10,769 +10,769 New
PI
108
Parkside Investments
Illinois
$374K 10,750 – –
Cerity Partners
109
Cerity Partners
New York
$356K 10,231 – –
TF
110
Trek Financial
Arizona
$352K 10,128 -9,570 -49%
SFG
111
Sovereign Financial Group
Connecticut
$351K 10,075 +344 +4%
AGA
112
Accuvest Global Advisors
Utah
$345K 9,929 – –
AWM
113
Atticus Wealth Management
Florida
$343K 9,871 – –
RA
114
RFG Advisory
Alabama
$320K 9,208 +275 +3%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$317K 9,087 -80 -0.9%
VA
116
Valmark Advisers
Ohio
$295K 8,492 – –
T
117
TRUADVICE
Florida
$292K 8,159 – –
KWM
118
Kingsview Wealth Management
Oregon
$271K 7,782 -1,560 -17%
SWM
119
Spire Wealth Management
Virginia
$261K 7,499 -1 -0%
WCG
120
Weaver Consulting Group
California
$258K 7,422 – –
Morgan Stanley
121
Morgan Stanley
New York
$257K 7,378 +2,000 +37%
W
122
WPWealth
Texas
$251K 7,214 – –
CFP
123
Cypress Financial Planning
New Jersey
$246K 7,083 – –
AIC
124
Archer Investment Corporation
Indiana
$244K 7,000 – –
Betterment LLC
125
Betterment LLC
New York
$243K 6,974 +782 +13%
3 4
5
6 7