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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
BCM
2
Brookstone Capital Management
Illinois
$3.92M
3
TW
3
Transform Wealth
Colorado
$0
4
Mariner
4
Mariner
Kansas
$389K
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$149M 3,595,314 -92,815 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$49.2M 1,191,582 -44,243 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$40.6M 982,931 -79,135 -7%
PCM
4
Penserra Capital Management
California
$39.7M 960,693 +53,364 +6%
MML Investors Services
5
MML Investors Services
Massachusetts
$25.6M 619,983 +16,078 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$24.4M 590,397 -122,287 -17%
RFG
7
Range Financial Group
Oregon
$19.6M 473,254 -9,694 -2%
SEP
8
Southland Equity Partners
Missouri
$18.8M 454,007 -15,996 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$18.1M 437,886 -82,158 -16%
KAS
10
Kestra Advisory Services
Texas
$13.1M 316,639 -46,315 -13%
BA
11
Bellwether Advisors
Nebraska
$11.4M 274,847 -2,767 -1%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$11.2M 270,723 -19,304 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.9M 263,586 -415,021 -61%
MI
14
Motiv8 Investments
Florida
$9.52M 230,456 +13,830 +6%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$9.01M 217,977 +1,211 +0.6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.31M 176,981 +13,662 +8%
AFA
17
AA Financial Advisors
Ohio
$7.28M 176,175 +6,200 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.56M 158,729 -71,070 -31%
NA
19
NewEdge Advisors
Louisiana
$6.34M 153,462 -74,512 -33%
LPL Financial
20
LPL Financial
California
$5.92M 143,250 -9,609 -6%
BEI
21
Benjamin Edwards Inc
Missouri
$5.33M 129,079 +129,079 New
CHC
22
City Holding Co
West Virginia
$5.31M 128,455 -35,115 -21%
HighTower Advisors
23
HighTower Advisors
Illinois
$5.01M 121,090 -42,029 -26%
CA
24
CoreCap Advisors
Michigan
$4.85M 117,278 +48 +0%
BPA
25
Beacon Pointe Advisors
California
$4.75M 114,976 -8,178 -7%
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