PJAN icon

Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

240 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 19 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 15 closing their positions.

Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
19
Increased
57
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$61.8M
2
LIWM
2
Long Island Wealth Management
New York
$17.7M
3
PCM
3
Penserra Capital Management
California
$58.8M
4
CCG
4
Catalina Capital Group
California
$5.57M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$37.6M
4
RCWM
4
Red Crane Wealth Management
California
$1.69M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
151
Parkside Investments
Illinois
$523K 11,875 -250 -2%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$494K 11,210 +1,314 +13%
Morgan Stanley
153
Morgan Stanley
New York
$489K 11,095 +4,981 +81%
CCAL
154
City Center Advisors LLC
Michigan
$488K 11,073 -788 -7%
BFA
155
Beacon Financial Advisory
Ohio
$474K 10,758 -1,000 -9%
UBS Group
156
UBS Group
Switzerland
$461K 10,463 +4,531 +76%
SPC
157
Sigma Planning Corp
Michigan
$457K 10,372 -1,593 -13%
MPCL
158
My Personal CFO LLC
Washington
$450K 10,205 – –
DIM
159
Delta Investment Management
California
$449K 10,199 -1,929 -16%
CA
160
Cambridge Advisors
Nebraska
$435K 9,879 -24 -0.2%
DWM
161
Diversify Wealth Management
Utah
$417K 9,276 – –
Mariner
162
Mariner
Kansas
$413K 9,382 – –
BAM
163
Belpointe Asset Management
Nevada
$403K 9,152 +1,388 +18%
OWA
164
Outlook Wealth Advisors
Texas
$397K 9,005 – –
OLVIG
165
Oliver Lagore Vanvalin Investment Group
Michigan
$395K 9,530 +9,530 New
WP
166
WealthPLAN Partners
Nebraska
$389K 8,838 – –
CFD
167
Creative Financial Designs
Indiana
$374K 8,500 -710 -8%
SCA
168
Snowden Capital Advisors
New York
$374K 8,497 – –
FFG
169
Fiduciary Financial Group
California
$371K 8,432 – –
AAS
170
Ameritas Advisory Services
Nebraska
$368K 8,346 -8,628 -51%
GS
171
GWN Securities
Florida
$362K 8,228 -1,191 -13%
AAP
172
Arax Advisory Partners
Colorado
$362K 8,216 -3 -0%
BMM
173
Berkshire Money Management
Massachusetts
$361K 8,204 – –
APP
174
Avantax Planning Partners
Iowa
$361K 8,202 – –
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$351K 7,960 – –
5 6
7
8 9