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Innovator US Equity Buffer ETF January
BJAN

52 hedge funds and large institutions have $98.9M invested in Innovator US Equity Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

84% more capital invested

Capital invested by funds: $53.6M → $98.9M (+$45.2M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more funds holding

Funds holding: 44 → 52 (+8)

5.32% more ownership

Funds ownership: 53.15% → 58.47% (+5.3%)

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
24
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$9.31M
2
MW
Marcum Wealth
Ohio
+$5.9M
3
W
Wealthquest
Ohio
+$4.16M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.36M
5
AA
Advisory Alpha
Michigan
+$3.18M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.01M
2
MWM
Maltin Wealth Management
New Jersey
-$384K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$354K
4
Wolverine Trading
Wolverine Trading
Illinois
-$296K
5
TWM
Tradition Wealth Management
Minnesota
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
$36.8K +$35.9K +1,078 New
AIC
52
Archer Investment Corporation
Indiana
$10.2K – – –
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
– -$1.01M -30,757 Closed
Wolverine Trading
54
Wolverine Trading
Illinois
– -$296K -9,068 Closed
TWM
55
Tradition Wealth Management
Minnesota
– -$185K -5,648 Closed
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
– -$135K -4,122 Closed
CFA
57
Carroll Financial Associates
North Carolina
– -$55K -1,683 Closed
IFAM
58
Institutional & Family Asset Management
Colorado
– -$54K -1,640 Closed
ASN
59
Advisory Services Network
Georgia
– -$21K -645 Closed
FEG
60
Financial Enhancement Group
Indiana
– -$19K -574 Closed
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
– -$2K -55 Closed
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