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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 Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Berger Financial Group
Minnesota
$310K +$310K +7,924 New
SC
177
Savant Capital
Illinois
$302K -$76.9K -1,965 -20%
SWM
178
Spire Wealth Management
Virginia
$293K – – –
ACM
179
Advance Capital Management
Michigan
$283K +$283K +7,239 New
KWM
180
Kingsview Wealth Management
Oregon
$279K +$37.3K +953 +15%
Morgan Stanley
181
Morgan Stanley
New York
$275K -$302K -7,721 -52%
AIC
182
Archer Investment Corporation
Indiana
$274K – – –
Goldman Sachs
183
Goldman Sachs
New York
$273K +$273K +6,992 New
CWG
184
Cornerstone Wealth Group
North Carolina
$251K +$251K +6,413 New
CIA
185
Cape Investment Advisory
Georgia
$250K – – –
PCA
186
Prosperity Capital Advisors
Ohio
$242K +$242K +6,189 New
EWA
187
EverSource Wealth Advisors
Alabama
$239K +$137K +3,557 +135%
GTAM
188
Global Trust Asset Management
Florida
$235K – – –
MWP
189
Madison Wealth Partners
Wisconsin
$231K +$231K +5,915 New
LEFP
190
Leading Edge Financial Planning
Tennessee
$224K +$224K +5,716 New
GS
191
GTS Securities
New York
$222K +$222K +5,685 New
B
192
Bailard
California
$221K – – –
ATPW
193
Ashton Thomas Private Wealth
Arizona
$216K – – –
CCM
194
Coldstream Capital Management
Washington
$215K -$171K -4,364 -44%
BBHC
195
Brown Brothers Harriman & Co
New York
$215K +$215K +5,505 New
TSW
196
Three Seasons Wealth
Utah
$210K +$210K +5,398 New
PFG
197
Prosperity Financial Group
California
$210K +$210K +5,367 New
OLVIG
198
Oliver Lagore Vanvalin Investment Group
Michigan
$164K +$164K +4,184 New
CPA
199
Clear Point Advisors
New York
$148K – – –
CAL
200
Capital Analysts LLC
Pennsylvania
$134K +$76K +1,938 +131%
5 6 7
8
9