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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 %
Citadel Advisors
126
Citadel Advisors
Florida
$834K +$834K +18,932 New
SIA
127
Soltis Investment Advisors
Utah
$790K -$7.14K -162 -0.9%
SWA
128
Stratos Wealth Advisors
Ohio
$778K – – –
SS
129
Sunbelt Securities
Texas
$754K +$548K +12,975 +266%
KWS
130
Keystone Wealth Services
California
$752K – – –
SFP
131
Sterling Financial Planning
New Jersey
$716K -$2.78K -63 -0.4%
DFA
132
DHJJ Financial Advisors
Illinois
$715K -$1.54K -35 -0.2%
IA
133
Integrity Alliance
Iowa
$703K -$225K -5,097 -24%
SI
134
Stephens Inc
Arkansas
$697K – – –
CPIG
135
Chicago Partners Investment Group
Illinois
$693K – – –
GSIS
136
Global Strategic Investment Solutions
Arizona
$649K – – –
PWMG
137
Pinnacle Wealth Management Group
Michigan
$645K -$2.2K -50 -0.3%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$621K – – –
MFGM
139
Marshall Financial Group (Maryland)
Maryland
$618K – – –
CAC
140
Certified Advisory Corp
Florida
$607K -$5.07K -115 -0.8%
FA
141
Faithward Advisors
Pennsylvania
$599K -$2.16K -49 -0.4%
AWM
142
Atticus Wealth Management
Florida
$588K – – –
AWAG
143
ARS Wealth Advisors Group
Florida
$581K -$132K -2,987 -18%
MOS
144
MGO One Seven
Ohio
$570K +$570K +12,931 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$561K +$561K +12,746 New
PSCM
146
Per Stirling Capital Management
Texas
$552K +$4.14K +94 +0.8%
CWA
147
Core Wealth Advisors
Florida
$550K – – –
NRC
148
New Republic Capital
North Carolina
$527K – – –
WTFG
149
Wood Tarver Financial Group
Idaho
$527K +$397K +9,010 +304%
KCM
150
Kathmere Capital Management
Pennsylvania
$524K – – –
4 5
6
7 8