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Innovator US Equity Buffer ETF January

103 hedge funds and large institutions have $167M invested in Innovator US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 64.58%66.4% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $168M → $167M (-$1.24M)

1% less funds holding

Funds holding: 104103 (-1)

69% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 48

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
15
Reduced
48
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
Marcum Wealth
Ohio
$1.6M -$5.22M -114,458 -77%
FA
27
FSA Advisors
Michigan
$1.56M -$6.56K -144 -0.4%
KAS
28
Kestra Advisory Services
Texas
$1.55M -$441K -9,682 -23%
SW
29
Schulz Wealth
Texas
$1.5M +$19.1K +420 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.33M -$223K -4,883 -15%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$1.31M -$8.62K -189 -0.7%
SPC
32
Sigma Planning Corp
Michigan
$1.22M -$39.5K -867 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.21M -$3.65K -80 -0.3%
BMM
34
Berkshire Money Management
Massachusetts
$1.08M -$46 -1 -0%
SS
35
Sunbelt Securities
Texas
$979K -$43.3K -950 -4%
LF
36
Lantz Financial
Illinois
$940K -$44.9K -984 -5%
OIA
37
OneDigital Investment Advisors
Kansas
$893K -$100K -2,198 -10%
TC
38
TownSquare Capital
Utah
$891K +$382K +8,370 +78%
SWA
39
Stratos Wealth Advisors
Ohio
$869K
ASN
40
Advisory Services Network
Georgia
$740K
SB
41
Strategic Blueprint
Georgia
$708K -$1.23M -26,968 -64%
OCM
42
Orion Capital Management
California
$693K -$57.8K -1,268 -8%
CWM
43
Collaborative Wealth Management
Florida
$645K -$501 -11 -0.1%
FCM
44
Firestone Capital Management
Florida
$628K
Citadel Advisors
45
Citadel Advisors
Florida
$605K +$172K +3,774 +41%
FFN
46
Focus Financial Network
Minnesota
$578K -$34.6K -760 -6%
CPIG
47
Chicago Partners Investment Group
Illinois
$571K
SCA
48
Snowden Capital Advisors
New York
$549K -$248K -5,436 -32%
AAP
49
Arax Advisory Partners
Colorado
$546K -$6.61K -145 -1%
BCM
50
Brookstone Capital Management
Illinois
$535K +$83.5K +1,831 +19%

BJAN Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q3 2024, worth a combined $167M — down 0.74% from $168M a quarter earlier.

Fund positioning in BJAN was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 48 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.63M. The largest seller was Marcum Wealth, cutting an estimated $5.22M.

  • 103 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q3 2024, down from 104 in Q2 2024.
  • Funds reported $167M of Innovator US Equity Buffer ETF January stock for Q3 2024, down 0.74% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF January positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Buffer ETF January buyer in Q3 2024 was Penserra Capital Management, an estimated $2.63M added.
  • The largest Innovator US Equity Buffer ETF January seller in Q3 2024 was Marcum Wealth, an estimated $5.22M sold.

Based on aggregated 13F filings for Q3 2024.