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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

149 hedge funds and large institutions have $424M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
67
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$7.25M
2
LNC
2
Lincoln National Corp
Pennsylvania
$26.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
MW
4
MBL Wealth
North Carolina
$7.15M
5
CAG
5
Compass Advisory Group
New York
$13.3M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
BCM
2
Brookstone Capital Management
Illinois
$2.68M
3
WP
3
WealthPLAN Partners
Nebraska
$2.14M
4
WIM
4
WealthPlan Investment Management
Nebraska
$3.54M
5
BWM
5
BCGM Wealth Management
Indiana
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$224K 6,755 +6,755 New
TC
127
TownSquare Capital
Utah
$218K 6,556 +6,556 New
SWP
128
Summit Wealth Partners
Florida
$214K 6,449 +6,449 New
CIA
129
Cape Investment Advisory
Georgia
$213K 6,400 +6,400 New
SPIA
130
Steward Partners Investment Advisory
New York
$212K 6,377 +5,896 +1,226%
Betterment LLC
131
Betterment LLC
New York
$205K 6,160 +6,160 New
GTAM
132
Global Trust Asset Management
Florida
$199K 6,000 +6,000 New
Morgan Stanley
133
Morgan Stanley
New York
$174K 5,228 +343 +7%
EWM
134
Evermay Wealth Management
Virginia
$163K 4,900 +4,900 New
PFM
135
Phillips Financial Management
Indiana
$138K 4,150 – –
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$131K 3,940 +3,940 New
UBS Group
137
UBS Group
Switzerland
$119K 3,572 +3,572 New
PP
138
PFS Partners
New Jersey
$106K 3,190 +3,190 New
EWA
139
EverSource Wealth Advisors
Alabama
$87.3K 2,628 +2,628 New
HIA
140
Harbor Investment Advisory
Maryland
$70.6K 2,127 -3,031 -59%
TWP
141
TFO Wealth Partners
Ohio
$68.7K 2,070 -118 -5%
CAL
142
Capital Analysts LLC
Pennsylvania
$49K 1,478 +1,382 +1,440%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$21.4K 645,461 +150,222 +30%
JGCM
144
Joseph Group Capital Management
Ohio
$18.1K 545 – –
JFG
145
JDM Financial Group
Texas
$15.3K 461 +461 New
Wells Fargo
146
Wells Fargo
California
$6.48K 195 +77 +65%
ST
147
Sageworth Trust
Pennsylvania
$5.25K 158 +158 New
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$2.09K 63 – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$33 1 +1 New
PCS
150
Personal CFO Solutions
New Jersey
– – -194,893 Closed
3 4 5
6
7