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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 %
CAL
201
Capital Analysts LLC
Pennsylvania
$138K – – –
PP
202
PFS Partners
New Jersey
$116K – – –
UBS Group
203
UBS Group
Switzerland
$101K +$39.1K +973 +63%
TWP
204
Triad Wealth Partners
Kansas
$88.6K +$88.6K +2,202 New
WWM
205
Wagner Wealth Management
South Carolina
$80.5K – – –
MIM
206
Macroview Investment Management
Maryland
$75.1K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$56.3K – – –
AssetMark Inc
208
AssetMark Inc
California
$32.2K – – –
JFG
209
JDM Financial Group
Texas
$19.4K – – –
AF
210
Allworth Financial
California
$13.7K +$8.2K +203 +149%
ACM
211
Anfield Capital Management
California
$12.2K – – –
HPC
212
HM Payson & Co
Maine
$3.78K +$3.78K +94 New
MWM
213
Mascoma Wealth Management
New Hampshire
$2.25K +$2.25K +56 New
Wells Fargo
214
Wells Fargo
California
$2.25K +$2.25K +56 New
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.61K – – –
RIL
216
Rothschild Investment LLC
Illinois
$644 – – –
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$121 +$121 +3 New
LNC
218
Lincoln National Corp
Pennsylvania
– -$29.7M -760,263 Closed
LC
219
Legacy CG
Texas
– -$14.4M -366,965 Closed
BWM
220
Brown Wealth Management
Illinois
– -$3.98M -101,719 Closed
PCS
221
Private Client Services
Kentucky
– -$2.2M -56,181 Closed
3AM
222
3EDGE Asset Management
Florida
– -$2.19M -56,094 Closed
CWM
223
Castle Wealth Management
Florida
– -$1.03M -26,390 Closed
AGA
224
Accuvest Global Advisors
Utah
– -$417K -10,657 Closed
JWCA
225
J.W. Cole Advisors
Florida
– -$384K -9,815 Closed
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