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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

216 hedge funds and large institutions have $907M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
93
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$46.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21M

Top Sellers

1
EPW
1
Evergreen Private Wealth
Colorado
$355K
2
SCA
2
Stuart Chaussee & Associates
California
$2.13M
3
WIM
3
WealthPlan Investment Management
Nebraska
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.54M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$547K 13,975 +13,975 New
MW
152
MBL Wealth
North Carolina
$539K 13,771 +13,771 New
CFD
153
Creative Financial Designs
Indiana
$537K 13,739 +13,739 New
AAP
154
Arax Advisory Partners
Colorado
$525K 13,412 -126 -0.9%
AWM
155
Atticus Wealth Management
Florida
$522K 13,348 – –
CA
156
Cambridge Advisors
Nebraska
$511K 13,073 – –
W
157
WPWealth
Texas
$490K 12,528 – –
PWA
158
Pillar Wealth Advisors
Pennsylvania
$476K 12,168 +860 +8%
FFG
159
Frisch Financial Group
New York
$474K 12,107 +12,107 New
CCG
160
Catalina Capital Group
California
$472K 12,074 – –
NRC
161
New Republic Capital
North Carolina
$468K 11,964 – –
CCAL
162
City Center Advisors LLC
Michigan
$457K 11,674 +11,674 New
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$433K 11,085 +10,002 +924%
AGA
164
Accuvest Global Advisors
Utah
$417K 10,657 +10,657 New
Cerity Partners
165
Cerity Partners
New York
$400K 10,231 – –
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$384K 9,828 +741 +8%
JWCA
167
J.W. Cole Advisors
Florida
$384K 9,815 +9,815 New
BIM
168
Bullseye Investment Management
Ohio
$366K 9,370 +9,370 New
PSCM
169
Per Stirling Capital Management
Texas
$364K 9,311 – –
EPW
170
Evergreen Private Wealth
Colorado
$355K 9,081 -183,313 -95%
BFA
171
Beacon Financial Advisory
Ohio
$353K 9,017 +9,017 New
APP
172
Avantax Planning Partners
Iowa
$347K 8,880 +8,880 New
PIAS
173
PCA Investment Advisory Services
Ohio
$340K 8,690 +8,690 New
BMM
174
Berkshire Money Management
Massachusetts
$321K 8,204 +8,204 New
CFP
175
Cypress Financial Planning
New Jersey
$318K 8,120 +2,108 +35%
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7
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