BJAN icon

Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

38 hedge funds and large institutions have $452M invested in Innovator US Equity Buffer ETF January in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+23
Holders Change %
+153.33%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
29
Increased
8
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$383M
2
BMM
2
Berkshire Money Management
Massachusetts
$12.7M
3
FEG
3
Financial Enhancement Group
Indiana
$12.2M
4
RTS
4
Round Table Services
New Jersey
$11.8M
5
PI
5
Parkside Investments
Illinois
$4.24M

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$0
2
AC
2
Avestar Capital
New York
$0
3
RIA
3
Realta Investment Advisors
Delaware
$0
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$580K
5
BWL
5
Bogart Wealth LLC
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$209K 8,468 +8,468 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$208K 8,430 +8,430 New
WSTAM
28
Wilbanks Smith & Thomas Asset Management
Virginia
$202K 8,187 +8,187 New
ASN
29
Advisory Services Network
Georgia
$160K 6,460 +6,460 New
WCG
30
Weaver Consulting Group
California
$152K 6,164 +6,164 New
GTAM
31
Global Trust Asset Management
Florida
$88K 3,500 +3,500 New
NFG
32
Next Financial Group
Texas
$84K 3,399 +3,072 +939%
WCAMG
33
Woodard & Company Asset Management Group
North Carolina
$52K 2,100 +2,100 New
UBS Group
34
UBS Group
Switzerland
$44K 1,764 +620 +54%
BFC
35
Bedel Financial Consulting
Indiana
$36K 1,467 +895 +156%
Morgan Stanley
36
Morgan Stanley
New York
$22K 894 +894 New
S
37
SignatureFD
Georgia
$10K 411 +411 New
AIC
38
Archer Investment Corporation
Indiana
$7K 300 +300 New
PAG
39
Private Advisory Group
Washington
– – -7,043 Closed
AC
40
Avestar Capital
New York
– – -7,000 Closed
RIA
41
Realta Investment Advisors
Delaware
– – -670 Closed
BWL
42
Bogart Wealth LLC
Virginia
– – -100 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2