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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$9.31M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$5.9M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$4.16M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.36M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.01M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$384K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$354K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$296K |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$185K |
BJAN Hedge Fund Activity: Q1 2021 in Review
52 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q1 2021, worth a combined $98.9M — up 84% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BJAN positions and 9 closed out — a net gain of 9 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $9.31M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.01M sold.
- 52 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q1 2021, up from 44 in Q4 2020.
- Funds reported $98.9M of Innovator US Equity Buffer ETF January stock for Q1 2021, up 84% quarter-over-quarter.
- 18 funds opened new Innovator US Equity Buffer ETF January positions in Q1 2021 and 9 closed out, a net change of +9 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q1 2021 was Personal CFO Solutions, an estimated $9.31M added.
- The largest Innovator US Equity Buffer ETF January seller in Q1 2021 was Cetera Investment Advisers, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2021.