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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

212 hedge funds and large institutions have $706M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
35
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$5.33M
2
GIA
2
Gladstone Institutional Advisory
Florida
$3.83M
3
PCM
3
Penserra Capital Management
California
$39.7M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.33M
5
UBS Group
5
UBS Group
Switzerland
$1.21M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
BCM
2
Brookstone Capital Management
Illinois
$3.92M
3
TW
3
Transform Wealth
Colorado
$0
4
Mariner
4
Mariner
Kansas
$389K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$620K -$11.6K -281 -2%
GSIS
127
Global Strategic Investment Solutions
Arizona
$618K -$182K -4,406 -23%
PI
128
Parkside Investments
Illinois
$607K – – –
CB
129
Chris Bulman
California
$596K +$129K +3,126 +28%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$583K – – –
Jane Street
131
Jane Street
New York
$559K -$1.13M -27,264 -67%
CWS
132
Cypress Wealth Services
California
$555K -$65.6K -1,587 -11%
Citadel Advisors
133
Citadel Advisors
Florida
$552K -$377K -9,112 -41%
AWM
134
Atticus Wealth Management
Florida
$552K – – –
AAP
135
Arax Advisory Partners
Colorado
$551K -$3.06K -74 -0.6%
AAS
136
Ameritas Advisory Services
Nebraska
$538K -$2.55M -61,712 -83%
PWMG
137
Pinnacle Wealth Management Group
Michigan
$532K -$178K -4,300 -25%
SPIA
138
Steward Partners Investment Advisory
New York
$514K +$23.1K +558 +5%
DIM
139
Delta Investment Management
California
$510K -$41 -1 -0%
BRWA
140
B. Riley Wealth Advisors
Florida
$502K -$13K -315 -3%
NRC
141
New Republic Capital
North Carolina
$494K – – –
KCM
142
Kathmere Capital Management
Pennsylvania
$492K -$1.12K -27 -0.2%
CA
143
Cambridge Advisors
Nebraska
$489K -$51.7K -1,250 -10%
CCG
144
Catalina Capital Group
California
$488K – – –
NFG
145
Nations Financial Group
Iowa
$487K +$44.4K +1,075 +10%
CCAL
146
City Center Advisors LLC
Michigan
$470K -$12.5K -302 -3%
PSCM
147
Per Stirling Capital Management
Texas
$453K +$25.3K +613 +6%
FFS
148
Founders Financial Securities
Maryland
$444K +$444K +10,741 New
MPCL
149
My Personal CFO LLC
Washington
$424K -$301K -7,294 -42%
DWM
150
Diversify Wealth Management
Utah
$406K +$406K +9,793 New
4 5
6
7 8