Innovator US Equity Buffer ETF January
BJAN
85 hedge funds and large institutions have $151M invested in Innovator US Equity Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
278% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 9
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
47% more capital invested
Capital invested by funds: $103M → $151M (+$48.4M)
37% more funds holding
Funds holding: 62 → 85 (+23)
11.16% less ownership
Funds ownership: 78.16% → 67% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.14M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.57M |
| 3 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$6.03M |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$4.65M |
| 5 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$2.94M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$2.47M |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.23M |
| 4 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$1.18M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$702K |
BJAN Hedge Fund Activity: Q1 2022 in Review
85 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q1 2022, worth a combined $151M — up 47% from $103M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BJAN positions and 6 closed out — a net gain of 26 holders — while 34 added to existing stakes and 9 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $8.14M. The largest seller was Personal CFO Solutions, cutting an estimated $2.94M.
- 85 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q1 2022, up from 62 in Q4 2021.
- Funds reported $151M of Innovator US Equity Buffer ETF January stock for Q1 2022, up 47% quarter-over-quarter.
- 32 funds opened new Innovator US Equity Buffer ETF January positions in Q1 2022 and 6 closed out, a net change of +26 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q1 2022 was Brookstone Capital Management, an estimated $8.14M added.
- The largest Innovator US Equity Buffer ETF January seller in Q1 2022 was Personal CFO Solutions, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2022.