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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

240 hedge funds and large institutions have $941M invested in Innovator US Equity Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 15 closing their positions.

Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
19
Increased
57
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$61.8M
2
LIWM
2
Long Island Wealth Management
New York
$17.7M
3
PCM
3
Penserra Capital Management
California
$58.8M
4
CCG
4
Catalina Capital Group
California
$5.57M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$37.6M
4
RCWM
4
Red Crane Wealth Management
California
$1.69M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$258K 5,850 – –
AWM
202
Axxcess Wealth Management
California
$256K 5,818 – –
CWM
203
Collaborative Wealth Management
Florida
$254K 5,772 +5,772 New
MCC
204
Money Concepts Capital
Florida
$252K 5,724 – –
MWP
205
Madison Wealth Partners
Wisconsin
$252K 5,715 – –
SFG
206
Sovereign Financial Group
Connecticut
$251K 5,700 -297 -5%
B
207
Bailard
California
$249K 5,650 – –
BBHC
208
Brown Brothers Harriman & Co
New York
$242K 5,505 – –
Betterment LLC
209
Betterment LLC
New York
$241K 5,469 -118 -2%
TSW
210
Three Seasons Wealth
Utah
$238K 5,398 – –
MAM
211
MMA Asset Management
Pennsylvania
$238K 5,393 – –
FIA
212
Foundations Investment Advisors
Arizona
$235K 5,326 +151 +3%
SWM
213
Spire Wealth Management
Virginia
$225K 5,112 – –
IIA
214
Integral Investment Advisors
California
$224K 5,080 – –
FFA
215
Fragasso Financial Advisors
Pennsylvania
$221K 5,022 – –
GSIAS
216
Garden State Investment Advisory Services
New Jersey
$215K 4,886 -435 -8%
IWM
217
IHT Wealth Management
Illinois
$210K 4,756 +4,756 New
AUB
218
Atlantic Union Bankshares
Virginia
$208K 4,730 +4,730 New
AG
219
Ascent Group
Virginia
$203K 4,611 +4,611 New
EWA
220
EverSource Wealth Advisors
Alabama
$202K 4,589 – –
CFG
221
Chapman Financial Group
Hawaii
$188K 4,275 +4,275 New
EPW
222
Evergreen Private Wealth
Colorado
$156K 3,547 – –
NS
223
NBC Securities
Alabama
$150K 3,421 – –
FNWA
224
Financial Network Wealth Advisors
Utah
$134K 3,033 +2,194 +262%
PP
225
PFS Partners
New Jersey
$127K 2,872 – –
7 8
9
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