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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

217 hedge funds and large institutions have $807M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
38
Reduced
96
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$12.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$49.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.72M
4
KAS
4
Kestra Advisory Services
Texas
$14.6M
5
HAS
5
HBW Advisory Services
California
$2.1M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
BCM
2
Brookstone Capital Management
Illinois
$20M
3
LC
3
Legacy CG
Texas
$0
4
OWA
4
Outlook Wealth Advisors
Texas
$1.94M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
151
Delta Investment Management
California
$496K -$152K -3,781 -23%
NRC
152
New Republic Capital
North Carolina
$481K – – –
KCM
153
Kathmere Capital Management
Pennsylvania
$480K -$548K -13,620 -53%
SPIA
154
Steward Partners Investment Advisory
New York
$478K -$249K -6,179 -34%
FFG
155
Frisch Financial Group
New York
$476K -$10.8K -269 -2%
CCG
156
Catalina Capital Group
California
$476K -$10.1K -252 -2%
BFA
157
Beacon Financial Advisory
Ohio
$463K +$101K +2,500 +28%
CCAL
158
City Center Advisors LLC
Michigan
$457K – – –
CB
159
Chris Bulman
California
$455K +$455K +11,303 New
MW
160
MBL Wealth
North Carolina
$437K -$117K -2,915 -21%
NFG
161
Nations Financial Group
Iowa
$431K -$131K -3,265 -23%
PSCM
162
Per Stirling Capital Management
Texas
$417K +$42.2K +1,049 +11%
Cerity Partners
163
Cerity Partners
New York
$412K – – –
MCM
164
Mitchell Capital Management
Kansas
$404K +$404K +10,043 New
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$395K – – –
APP
166
Avantax Planning Partners
Iowa
$389K +$31.4K +780 +9%
PCA
167
Prosperity Capital Advisors
Ohio
$358K +$109K +2,698 +44%
PIAS
168
PCA Investment Advisory Services
Ohio
$350K – – –
FFG
169
Fiduciary Financial Group
California
$343K +$343K +8,432 New
BIM
170
Bullseye Investment Management
Ohio
$342K -$36.7K -910 -10%
CFP
171
Cypress Financial Planning
New Jersey
$325K -$2.09K -52 -0.6%
BFG
172
Berger Financial Group
Minnesota
$319K – – –
SC
173
Savant Capital
Illinois
$310K – – –
PWA
174
Pillar Wealth Advisors
Pennsylvania
$306K -$184K -4,568 -38%
SWM
175
Spire Wealth Management
Virginia
$297K -$5.11K -127 -2%
5 6
7
8 9