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Innovator US Equity Buffer ETF January
BJAN

106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $121M → $183M (+$61.6M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 88 → 106 (+18)

2.66% more ownership

Funds ownership: 66.98% → 69.64% (+2.7%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
42
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$9.12M
2
MW
Marcum Wealth
Ohio
+$5.96M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.93M
5
PCM
Penserra Capital Management
California
+$2.37M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1M
2
TC
TownSquare Capital
Utah
-$936K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$529K
4
W
Wealthquest
Ohio
-$487K
5
CWM
Collaborative Wealth Management
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
101
Larson Financial Group
Missouri
$10.7K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$10.6K +$10.3K +244 New
CIA
103
Cape Investment Advisory
Georgia
$4.35K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.86K +44 New
AF
105
Allworth Financial
California
$1.79K -$5.91K -140 -77%
JP Morgan Chase
106
JP Morgan Chase
New York
$1.78K -$1M -23,768 -100%
W
107
Wealthquest
Ohio
– -$487K -11,914 Closed
AWM
108
AE Wealth Management
Kansas
– -$271K -6,486 Closed
OWA
109
Outlook Wealth Advisors
Texas
– -$255K -6,247 Closed
CJ
110
Caitlin John
Michigan
– -$7.84K -192 Closed
LIWM
111
Long Island Wealth Management
New York
– -$4K -97 Closed
1 2 3 4
5