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Innovator US Equity Buffer ETF January
BJAN

53 hedge funds and large institutions have $91.8M invested in Innovator US Equity Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 52 → 53 (+1)

1.93% less ownership

Funds ownership: 58.47% → 56.54% (-1.9%)

7% less capital invested

Capital invested by funds: $98.9M → $91.8M (-$7.06M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthquest
Ohio
+$3.39M
2
Citadel Advisors
Citadel Advisors
Florida
+$699K
3
BMM
Berkshire Money Management
Massachusetts
+$686K
4
OIA
OneDigital Investment Advisors
Kansas
+$637K
5
SB
Strategic Blueprint
Georgia
+$176K

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$9.54M
2
AA
Advisory Alpha
Michigan
-$3.26M
3
SS
Sunbelt Securities
Texas
-$919K
4
Osaic Holdings
Osaic Holdings
Arizona
-$855K
5
JSL
JT Stratford LLC
Georgia
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$23K +$22.7K +645 New
AIC
52
Archer Investment Corporation
Indiana
$10.7K – – –
CCM
53
Covington Capital Management
California
$9K +$8.8K +250 New
PCS
54
Personal CFO Solutions
New Jersey
– -$9.54M -279,349 Closed
AA
55
Advisory Alpha
Michigan
– -$3.26M -95,411 Closed
VWA
56
Visionary Wealth Advisors
Illinois
– -$338K -9,911 Closed
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
– -$224K -6,570 Closed
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