We are live on ! Find out more
BJAN icon

Innovator US Equity Buffer ETF January
BJAN

54 hedge funds and large institutions have $87.3M invested in Innovator US Equity Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 53 → 54 (+1)

1.8% more ownership

Funds ownership: 56.54% → 58.34% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $91.8M → $87.3M (-$4.56M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
10
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthquest
Ohio
+$3.17M
2
SB
Strategic Blueprint
Georgia
+$1.4M
3
OMC
Old Mission Capital
Illinois
+$986K
4
Jane Street
Jane Street
New York
+$867K
5
Wolverine Trading
Wolverine Trading
Illinois
+$562K

Top Sellers

1
MW
Marcum Wealth
Ohio
-$6.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
3
Osaic Holdings
Osaic Holdings
Arizona
-$958K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$544K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$32K -$27.7K -766 -46%
CCM
52
Covington Capital Management
California
$18K +$9.05K +250 +100%
AIC
53
Archer Investment Corporation
Indiana
$10.8K – – –
MW
54
Marcum Wealth
Ohio
– -$6.44M -179,747 Closed
ACM
55
Anfield Capital Management
California
– -$120K -3,350 Closed
FPW
56
Flagship Private Wealth
Massachusetts
– -$106K -2,929 Closed
ASN
57
Advisory Services Network
Georgia
– -$23K -645 Closed
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
– +$181 +5 New
1 2
3