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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

216 hedge funds and large institutions have $907M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
93
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$46.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21M

Top Sellers

1
EPW
1
Evergreen Private Wealth
Colorado
$355K
2
SCA
2
Stuart Chaussee & Associates
California
$2.13M
3
WIM
3
WealthPlan Investment Management
Nebraska
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.54M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$147M 3,753,067 +147,367 +4%
BCM
2
Brookstone Capital Management
Illinois
$46.4M 1,186,831 +1,087,008 +1,089%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$42.6M 1,090,442 +474,372 +77%
Osaic Holdings
4
Osaic Holdings
Arizona
$38M 970,358 +705,997 +267%
PCM
5
Penserra Capital Management
California
$34.3M 876,966 +67,110 +8%
LNC
6
Lincoln National Corp
Pennsylvania
$29.7M 760,263 -24,492 -3%
MML Investors Services
7
MML Investors Services
Massachusetts
$29.3M 750,312 +637,329 +564%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$27.5M 702,839 +483,565 +221%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$27M 689,710 +524,622 +318%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21M 535,905 +516,233 +2,624%
RFG
11
Range Financial Group
Oregon
$19.6M 501,948 +494,054 +6,259%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.6M 475,575 +73,193 +18%
SEP
13
Southland Equity Partners
Missouri
$18.3M 468,143 +3,709 +0.8%
TW
14
Transform Wealth
Colorado
$16.9M 432,186 +432,186 New
CAN
15
Cetera Advisor Networks
California
$16.5M 420,640 +122,367 +41%
LC
16
Legacy CG
Texas
$14.4M 366,965 +366,965 New
SWPG
17
Strategic Wealth Partners Group
Illinois
$12.6M 322,311 +6,623 +2%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$12.4M 318,011 +60,911 +24%
BA
19
Bellwether Advisors
Nebraska
$10.8M 277,380 +56,837 +26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.8M 275,891 +7,153 +3%
Mariner
21
Mariner
Kansas
$9.4M 240,260 +240,260 New
NA
22
NewEdge Advisors
Louisiana
$9.36M 239,206 +17,069 +8%
ICG
23
InterOcean Capital Group
Tennessee
$9.16M 234,339 +216,568 +1,219%
AI
24
Atria Investments
North Carolina
$9.07M 231,996 +231,996 New
MI
25
Motiv8 Investments
Florida
$8.16M 208,714 +61,219 +42%
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