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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

241 hedge funds and large institutions have $941M invested in Innovator US Equity Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
20
Increased
57
Reduced
93
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.4M
2
LIWM
Long Island Wealth Management
New York
+$13.1M
3
PCM
Penserra Capital Management
California
+$7.86M
4
CCG
Catalina Capital Group
California
+$5.11M
5
BCI
Brinker Capital Investments
Pennsylvania
+$4.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.83M
3
MML Investors Services
MML Investors Services
Massachusetts
-$3.59M
4
RCWM
Red Crane Wealth Management
California
-$3.25M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$1.14M -$5.07K -115 -0.4%
PF
102
Phoenix Financial
Israel
$1.13M – – –
PWM
103
PTM Wealth Management
United States
$1.08M -$186K -4,206 -15%
CB
104
Chris Bulman
California
$1.08M -$14.5K -330 -1%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$1.07M -$14.3K -325 -1%
BWM
106
BCS Wealth Management
Tennessee
$1.05M -$46.3K -1,050 -4%
LWM
107
Lakeridge Wealth Management
Ohio
$1.05M -$925 -21 -0.1%
CNWM
108
Clay Northam Wealth Management
California
$1.03M -$20.5K -465 -2%
AWA
109
Arkadios Wealth Advisors
Georgia
$1.01M +$111K +2,518 +12%
BWM
110
Bernard Wealth Management
Michigan
$1.01M -$22.2K -503 -2%
VA
111
Valmark Advisers
Ohio
$1M – – –
SFA
112
Sequoia Financial Advisors
Ohio
$988K – – –
FFN
113
Focus Financial Network
Minnesota
$970K -$70.7K -1,605 -7%
SOS
114
Silver Oak Securities
Tennessee
$964K -$144K -3,262 -13%
YWS
115
Yarger Wealth Strategies
Ohio
$963K -$155K -3,522 -14%
RIS
116
Retirement Income Solutions
Michigan
$946K +$3.79K +86 +0.4%
BFC
117
Bedel Financial Consulting
Indiana
$922K -$2.95K -67 -0.3%
TWM
118
Tradition Wealth Management
Minnesota
$921K -$749 -17 -0.1%
TC
119
TownSquare Capital
Utah
$912K -$2.54M -57,719 -74%
FCM
120
Firestone Capital Management
Florida
$905K -$128K -2,901 -12%
VBFP
121
Valtinson Bruner Financial Planning
Minnesota
$886K -$13.3K -303 -1%
SAF
122
Smith Anglin Financial
Texas
$886K – – –
SW
123
Schulz Wealth
Texas
$870K -$60.3K -1,370 -6%
HA
124
Helium Advisors
Washington
$856K – – –
3AM
125
3EDGE Asset Management
Florida
$842K +$842K +19,113 New
3 4
5
6 7