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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 %
ACM
176
Advance Capital Management
Michigan
$291K – – –
Morgan Stanley
177
Morgan Stanley
New York
$283K – – –
AIC
178
Archer Investment Corporation
Indiana
$282K – – –
KWM
179
Kingsview Wealth Management
Oregon
$270K -$16.9K -421 -6%
CIA
180
Cape Investment Advisory
Georgia
$257K – – –
MW
181
Maia Wealth
Colorado
$255K +$255K +6,267 New
FA
182
Fountainhead AM
New Jersey
$252K +$252K +6,256 New
AWA
183
Arete Wealth Advisors
Illinois
$251K +$251K +6,242 New
CWG
184
Cornerstone Wealth Group
North Carolina
$246K -$12.1K -300 -5%
GTAM
185
Global Trust Asset Management
Florida
$241K – – –
MWP
186
Madison Wealth Partners
Wisconsin
$238K – – –
OLVIG
187
Oliver Lagore Vanvalin Investment Group
Michigan
$230K +$61.7K +1,534 +37%
LEFP
188
Leading Edge Financial Planning
Tennessee
$230K – – –
B
189
Bailard
California
$227K – – –
ATPW
190
Ashton Thomas Private Wealth
Arizona
$222K – – –
BBHC
191
Brown Brothers Harriman & Co
New York
$221K – – –
GIA
192
Gladstone Institutional Advisory
Florida
$220K +$220K +5,471 New
TSW
193
Three Seasons Wealth
Utah
$217K – – –
IIA
194
Integral Investment Advisors
California
$204K +$204K +5,080 New
FFA
195
Fragasso Financial Advisors
Pennsylvania
$202K +$202K +5,022 New
EWA
196
EverSource Wealth Advisors
Alabama
$186K -$64.6K -1,596 -26%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$185K -$261K -6,486 -59%
HI
198
Horizon Investments
North Carolina
$155K +$118K +2,924 +316%
CPA
199
Clear Point Advisors
New York
$152K – – –
EPW
200
Evergreen Private Wealth
Colorado
$143K -$223K -5,534 -61%
6 7
8
9 10