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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$699K |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$686K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$637K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$9.54M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$3.26M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$919K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$855K |
| 5 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$559K |
BJAN Hedge Fund Activity: Q2 2021 in Review
53 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q2 2021, worth a combined $91.8M — down 7.1% from $98.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BJAN positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Wealthquest, adding an estimated $3.39M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $9.54M sold.
- 53 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q2 2021, up from 52 in Q1 2021.
- Funds reported $91.8M of Innovator US Equity Buffer ETF January stock for Q2 2021, down 7.1% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Buffer ETF January positions in Q2 2021 and 4 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q2 2021 was Wealthquest, an estimated $3.39M added.
- The largest Innovator US Equity Buffer ETF January seller in Q2 2021 was Personal CFO Solutions, an estimated $9.54M sold.
Based on aggregated 13F filings for Q2 2021.