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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

212 hedge funds and large institutions have $706M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-5
Holders Change %
-2.3%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
35
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$5.33M
2
GIA
Gladstone Institutional Advisory
Florida
$3.83M
3
PCM
Penserra Capital Management
California
$39.7M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.33M
5
UBS Group
UBS Group
Switzerland
$1.21M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
2
BCM
Brookstone Capital Management
Illinois
$3.92M
3
TW
Transform Wealth
Colorado
$0
4
Mariner
Mariner
Kansas
$389K
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
201
ORG Partners
Indiana
$53.7K +$53.7K +1,300 New
Wells Fargo
202
Wells Fargo
California
$46.5K +$44.2K +1,069 +1,909%
JFG
203
JDM Financial Group
Texas
$19.9K – – –
Barclays
204
Barclays
United Kingdom
$14K +$14K +340 New
CAS
205
Coppell Advisory Solutions
Texas
$13.9K +$13.9K +338 New
ACM
206
Anfield Capital Management
California
$12.6K – – –
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$12.4K -$562 -13,608 -4%
AF
208
Allworth Financial
California
$8.39K -$5.62K -136 -40%
HPC
209
HM Payson & Co
Maine
$3.89K – – –
CIAS
210
Capital Investment Advisory Services
North Carolina
$1.65K – – –
RIL
211
Rothschild Investment LLC
Illinois
$661 – – –
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$124 – – –
TW
213
Transform Wealth
Colorado
– -$15.7M -390,844 Closed
AI
214
Atria Investments
North Carolina
– -$9.28M -230,553 Closed
Pathstone Holdings
215
Pathstone Holdings
New Jersey
– -$4.11M -102,227 Closed
AWM
216
Axxcess Wealth Management
California
– -$2.21M -54,908 Closed
CA
217
Corrado Advisors
New Jersey
– -$2.19M -54,468 Closed
FIA
218
Foundations Investment Advisors
Arizona
– -$746K -18,554 Closed
PF
219
Parker Financial
Washington
– -$722K -17,949 Closed
SWP
220
Summit Wealth Partners
Florida
– -$639K -15,881 Closed
GS
221
GTS Securities
New York
– -$619K -15,381 Closed
Wolverine Trading
222
Wolverine Trading
Illinois
– -$596K -14,822 Closed
FFG
223
Frisch Financial Group
New York
– -$476K -11,838 Closed
Cerity Partners
224
Cerity Partners
New York
– -$412K -10,231 Closed
MCM
225
Mitchell Capital Management
Kansas
– -$404K -10,043 Closed
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