Innovator US Equity Buffer ETF January
BJAN
38 hedge funds and large institutions have $452M invested in Innovator US Equity Buffer ETF January in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.
102,747% more capital inflows, than outflows
Capital inflows: $451M | Capital outflows: $439K
2,152.71% more ownership
Funds ownership: 61.32% → 2,214.03% (+2,153%)
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
625% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 4
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
153% more funds holding
Funds holding: 15 → 38 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$382M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$14.3M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$13.7M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$13.3M |
| 5 |
PI
Parkside Investments
Deerfield,
Illinois
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$205K |
| 2 |
AC
Avestar Capital
New York
|
-$203K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$19K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$8.98K |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$3K |
BJAN Hedge Fund Activity: Q1 2020 in Review
38 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q1 2020, worth a combined $452M — up 3,279% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BJAN positions and 4 closed out — a net gain of 25 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Sunbelt Securities, adding an estimated $382M. The largest seller was Private Advisory Group, exiting entirely with an estimated $205K sold.
- 38 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q1 2020, up from 15 in Q4 2019.
- Funds reported $452M of Innovator US Equity Buffer ETF January stock for Q1 2020, up 3,279% quarter-over-quarter.
- 29 funds opened new Innovator US Equity Buffer ETF January positions in Q1 2020 and 4 closed out, a net change of +25 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q1 2020 was Sunbelt Securities, an estimated $382M added.
- The largest Innovator US Equity Buffer ETF January seller in Q1 2020 was Private Advisory Group, an estimated $205K sold.
Based on aggregated 13F filings for Q1 2020.