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Innovator US Equity Buffer ETF January
BJAN

44 hedge funds and large institutions have $53.6M invested in Innovator US Equity Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more funds holding

Funds holding: 36 → 44 (+8)

0.94% less ownership

Funds ownership: 54.1% → 53.15% (-0.94%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

34% less capital invested

Capital invested by funds: $81.1M → $53.6M (-$27.5M)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
10
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthquest
Ohio
+$2.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.51M
3
SC
Slow Capital
California
+$1.06M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$968K
5
JSL
JT Stratford LLC
Georgia
+$504K

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$16.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.83M
3
RTS
Round Table Services
New Jersey
-$5.13M
4
PI
Parkside Investments
Illinois
-$5.04M
5
BMM
Berkshire Money Management
Massachusetts
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
51
Weaver Consulting Group
California
– -$151K -5,011 Closed
WCAMG
52
Woodard & Company Asset Management Group
North Carolina
– -$63K -2,100 Closed
1 2
3

BJAN Hedge Fund Activity: Q4 2020 in Review

44 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q4 2020, worth a combined $53.6M — down 34% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BJAN positions and 7 closed out — a net gain of 9 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $2.63M. The largest seller was Financial Enhancement Group, cutting an estimated $16.9M.

  • 44 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $53.6M of Innovator US Equity Buffer ETF January stock for Q4 2020, down 34% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Buffer ETF January positions in Q4 2020 and 7 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Buffer ETF January buyer in Q4 2020 was Wealthquest, an estimated $2.63M added.
  • The largest Innovator US Equity Buffer ETF January seller in Q4 2020 was Financial Enhancement Group, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2020.