PJAN icon

Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

166 hedge funds and large institutions have $521M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
38
Increased
49
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$15M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
NA
4
NewEdge Advisors
Louisiana
$8.38M
5
EPW
5
Evergreen Private Wealth
Colorado
$7.16M

Top Sellers

1
GCP
1
Gill Capital Partners
Colorado
$595K
2
AWM
2
AE Wealth Management
Kansas
$2.49M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.84M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.28M
5
WP
5
WealthPLAN Partners
Nebraska
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
101
Gill Capital Partners
Colorado
$595K 15,973 -107,305 -87%
CPCM
102
Cardinal Point Capital Management
Ontario, Canada
$594K 15,940 – –
MA
103
Mutual Advisors
Nebraska
$588K 15,799 -1,752 -10%
PI
104
Parkside Investments
Illinois
$560K 15,025 +4,275 +40%
EWM
105
Elmwood Wealth Management
California
$559K 15,019 -12,580 -46%
CWS
106
Cypress Wealth Services
California
$559K 15,014 – –
Morgan Stanley
107
Morgan Stanley
New York
$550K 14,756 +7,378 +100%
CW
108
CreativeOne Wealth
Kansas
$540K 14,506 +14,506 New
MSFS
109
Main Street Financial Solutions
Pennsylvania
$525K 14,100 -500 -3%
AAP
110
Arax Advisory Partners
Colorado
$504K 13,538 +1,645 +14%
GSIS
111
Global Strategic Investment Solutions
Arizona
$499K 13,410 -3,551 -21%
AWM
112
Atticus Wealth Management
Florida
$497K 13,348 +3,477 +35%
DIM
113
Delta Investment Management
California
$490K 13,154 -107 -0.8%
CA
114
Cambridge Advisors
Nebraska
$487K 13,073 -3,725 -22%
W
115
WPWealth
Texas
$467K 12,528 +5,314 +74%
CCG
116
Catalina Capital Group
California
$450K 12,074 +12,074 New
Citadel Advisors
117
Citadel Advisors
Florida
$449K 12,066 +12,066 New
NRC
118
New Republic Capital
North Carolina
$446K 11,964 -31 -0.3%
FCM
119
Firestone Capital Management
Florida
$441K 11,854 -3,475 -23%
PWA
120
Pillar Wealth Advisors
Pennsylvania
$421K 11,308 – –
VA
121
Valmark Advisers
Ohio
$416K 11,180 +2,688 +32%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$410K 11,017 +11,017 New
Cerity Partners
123
Cerity Partners
New York
$381K 10,231 – –
CCM
124
Coldstream Capital Management
Washington
$368K 9,871 +9,871 New
SC
125
Savant Capital
Illinois
$360K 9,675 -1,094 -10%
3 4
5
6 7