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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

239 hedge funds and large institutions have $891M invested in Innovator US Equity Power Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
39
Increased
96
Reduced
63
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$34.3M
2
LPL Financial
LPL Financial
California
$27.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18M
4
William Blair & Company
William Blair & Company
Illinois
$14.6M
5
MML Investors Services
MML Investors Services
Massachusetts
$38.8M

Top Sellers

1
RFG
Range Financial Group
Oregon
$6.82M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.3M
3
GIA
Gladstone Institutional Advisory
Florida
$943K
4
Osaic Holdings
Osaic Holdings
Arizona
$45.2M
5
SB
Strategic Blueprint
Georgia
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
176
Strategic Blueprint
Georgia
$331K -$1.76M -42,436 -84%
CPCM
177
Cardinal Point Capital Management
Ontario, Canada
$330K -$331K -7,980 -50%
BFG
178
Berger Financial Group
Minnesota
$329K – – –
CWG
179
Cornerstone Wealth Group
North Carolina
$327K +$73.2K +1,766 +29%
NFG
180
Nations Financial Group
Iowa
$325K +$325K +7,834 New
BAM
181
Belpointe Asset Management
Nevada
$322K -$312K -7,532 -49%
SC
182
Savant Capital
Illinois
$320K – – –
CIA
183
Cape Investment Advisory
Georgia
$313K +$47.7K +1,150 +18%
JWCA
184
J.W. Cole Advisors
Florida
$303K +$303K +7,299 New
SWP
185
Sagespring Wealth Partners
Tennessee
$291K -$18.1K -437 -6%
AIC
186
Archer Investment Corporation
Indiana
$290K – – –
Q1WB
187
Quest 10 Wealth Builders
Virginia
$288K -$105K -2,536 -27%
MW
188
MBL Wealth
North Carolina
$280K -$64.3K -1,551 -19%
AWA
189
Arete Wealth Advisors
Illinois
$274K +$14.7K +354 +6%
CCM
190
Coldstream Capital Management
Washington
$264K +$43K +1,038 +19%
IAS
191
Insigneo Advisory Services
Florida
$261K -$207 -5 -0.1%
VCM
192
Virtue Capital Management
Tennessee
$259K +$259K +6,231 New
Morgan Stanley
193
Morgan Stanley
New York
$254K – – –
SPWM
194
Straight Path Wealth Management
Michigan
$252K +$252K +6,081 New
SFG
195
Sovereign Financial Group
Connecticut
$249K -$289K -6,969 -54%
UBS Group
196
UBS Group
Switzerland
$246K +$246K +5,932 New
CIA
197
Compass Ion Advisors
Pennsylvania
$246K – – –
KWM
198
Kingsview Wealth Management
Oregon
$243K +$22.8K +550 +10%
AWM
199
Axxcess Wealth Management
California
$241K +$241K +5,818 New
RCA
200
Runnymede Capital Advisors
Ohio
$240K -$9.95K -240 -4%
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