Innovator US Equity Buffer ETF January
BJAN
82 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.74% more ownership
Funds ownership: 62.02% → 63.76% (+1.7%)
7% less funds holding
Funds holding: 88 → 82 (-6)
19% less capital invested
Capital invested by funds: $117M → $94.9M (-$22.1M)
43% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 30
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.48M |
| 2 |
JP Morgan Chase
New York
|
+$1.44M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$868K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$757K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$13.2M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$4.92M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$1.34M |
| 4 |
T
TCWP
Beachwood,
Ohio
|
-$1.07M |
| 5 |
Jane Street
New York
|
-$719K |
BJAN Hedge Fund Activity: Q3 2023 in Review
82 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q3 2023, worth a combined $94.9M — down 19% from $117M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BJAN and 3 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 17 added.
The largest buyer was Penserra Capital Management, adding an estimated $1.48M. The largest seller was Wealthquest, cutting an estimated $13.2M.
- 82 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q3 2023, down from 88 in Q2 2023.
- Funds reported $94.9M of Innovator US Equity Buffer ETF January stock for Q3 2023, down 19% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Buffer ETF January positions in Q3 2023 and 9 closed out, a net change of -6 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q3 2023 was Penserra Capital Management, an estimated $1.48M added.
- The largest Innovator US Equity Buffer ETF January seller in Q3 2023 was Wealthquest, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2023.