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Innovator US Equity Power Buffer ETF January

PJAN

Market cap $1.47B

145 hedge funds and large institutions have $408M 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, 69 reducing their positions, and 15 closing their positions.

New

Increased

Maintained

Reduced

Closed

1.94% more ownership

Funds ownership: 67.21% → 69.16% (+1.9%)

5% less funds holding

Funds holding: 152 → 145 (-7)

10% less capital invested

Capital invested by funds: $455M → $408M (-$47.1M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

58% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 69

Holders

145

Holders Change

-7

Holders Change %

-4.61%

% of All Funds

2.3%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-40%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Wealth Enhancement Advisory Services Plymouth, Minnesota	+$3.01M
2	AAS Ameritas Advisory Services Lincoln, Nebraska	+$2.88M
3	PCM Penserra Capital Management Orinda, California	+$2.38M
4	TC TownSquare Capital Provo, Utah	+$1.61M
5	Cambridge Investment Research Advisors Fairfield, Iowa	+$1.49M

Top Sellers

1	CAG Compass Advisory Group Melville, New York	-$11M
2	AF Allworth Financial Folsom, California	-$8.91M
3	Envestnet Asset Management Chicago, Illinois	-$7.88M
4	IA IFP Advisors Tampa, Florida	-$4.1M
5	CA Corrado Advisors Ramsey, New Jersey	-$3.48M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
126	AIC 126 Archer Investment Corporation Carmel, Indiana	$244K	–	–	–
127	127 Betterment LLC New York	$243K	+$27.6K	+782	+13%
128	SWA 128 Sutton Wealth Advisors Tampa, Florida	$239K	–	–	–
129	CIA 129 Cape Investment Advisory Mcdonough, Georgia	$223K	–	–	–
130	SPIA 130 Steward Partners Investment Advisory New York	$222K	–	–	–
131	GTAM 131 Global Trust Asset Management West Palm Beach, Florida	$209K	–	–	–
132	EWM 132 Evermay Wealth Management Arlington, Virginia	$171K	–	–	–
133	PFM 133 Phillips Financial Management Fort Wayne, Indiana	$144K	–	–	–
134	PP 134 PFS Partners Mine Hill, New Jersey	$99.9K	–	–	–
135	EWA 135 EverSource Wealth Advisors Birmingham, Alabama	$91.4K	–	–	–
136	TWP 136 TFO Wealth Partners Maumee, Ohio	$72.7K	–	–	–
137	CAL 137 Capital Analysts LLC Fort Washington, Pennsylvania	$51K	–	–	–
138	138 UBS Group Zurich, Switzerland	$48.2K	-$5.62K	-159	-10%
139	139 Royal Bank of Canada Toronto, Ontario, Canada	$38K	-$274K	-7,757	-88%
140	JFG 140 JDM Financial Group Austin, Texas	$16.7K	+$212	+6	+1%
141	VAG 141 VisionPoint Advisory Group Dallas, Texas	$14K	+$14.2K	+401	New
142	142 William Blair & Company Chicago, Illinois	$12.9K	–	–	–
143	AF 143 Allworth Financial Folsom, California	$8.14K	-$8.91M	-252,282	-100%
144	AWA 144 Authentikos Wealth Advisory Morgan Hill, California	$6.3K	+$6.39K	+181	New
145	LF 145 Lee Financial Dallas, Texas	$1.57K	+$1.59K	+45	New
146	CA 146 Corrado Advisors Ramsey, New Jersey	–	-$3.48M	-99,007	Closed
147	AWS 147 Atria Wealth Solutions New York	–	-$2.63M	-75,033	Closed
148	148 Citadel Advisors Miami, Florida	–	-$2.6M	-74,052	Closed
149	WCAMG 149 Woodard & Company Asset Management Group Bermuda Run, North Carolina	–	-$2.27M	-64,665	Closed
150	OMC 150 Old Mission Capital Chicago, Illinois	–	-$2.13M	-60,709	Closed