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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

216 hedge funds and large institutions have $907M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
93
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$46.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21M

Top Sellers

1
EPW
1
Evergreen Private Wealth
Colorado
$355K
2
SCA
2
Stuart Chaussee & Associates
California
$2.13M
3
WIM
3
WealthPlan Investment Management
Nebraska
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.54M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$1.08M 27,518 +4,904 +22%
FFN
102
Focus Financial Network
Minnesota
$1.06M 27,681 -1,848 -6%
BWM
103
BCS Wealth Management
Tennessee
$1.06M 26,966 +8,106 +43%
CA
104
Clearstead Advisors
Ohio
$1.04M 26,581 +26,581 New
CWM
105
Castle Wealth Management
Florida
$1.03M 26,390 +6,737 +34%
AAS
106
Avantax Advisory Services
Texas
$1.01M 25,833 +6,963 +37%
BAM
107
Belpointe Asset Management
Nevada
$1M 25,663 +2,550 +11%
KCM
108
Kathmere Capital Management
Pennsylvania
$999K 25,550 -27 -0.1%
BCI
109
Brinker Capital Investments
Pennsylvania
$985K 25,194 +17,854 +243%
OPS
110
Orion Portfolio Solutions
Nebraska
$985K 25,194 +17,854 +243%
CNWM
111
Clay Northam Wealth Management
California
$983K 25,135 – –
LWM
112
Lakeridge Wealth Management
Ohio
$973K 24,878 +24,878 New
KWS
113
Keystone Wealth Services
California
$928K 23,718 -954 -4%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$920K 23,515 +23,515 New
GSIS
115
Global Strategic Investment Solutions
Arizona
$910K 23,273 +9,863 +74%
SWA
116
Stratos Wealth Advisors
Ohio
$905K 23,149 -1,932 -8%
Citadel Advisors
117
Citadel Advisors
Florida
$874K 22,341 +10,275 +85%
BFC
118
Bedel Financial Consulting
Indiana
$871K 22,263 -457 -2%
VA
119
Valmark Advisers
Ohio
$865K 22,120 +10,940 +98%
MA
120
Mutual Advisors
Nebraska
$856K 21,888 +6,089 +39%
FNWA
121
Financial Network Wealth Advisors
Utah
$845K 21,607 +21,607 New
CAM
122
Cresset Asset Management
Illinois
$844K 21,582 +21,582 New
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$835K 21,357 -3,231 -13%
PS
124
Principal Securities
Iowa
$831K 21,259 +18,795 +763%
SW
125
Schulz Wealth
Texas
$827K 21,135 -5,985 -22%
3 4
5
6 7