Innovator US Equity Buffer ETF January
BJAN
88 hedge funds and large institutions have $121M invested in Innovator US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $94.9M → $121M (+$26.2M)
7% more funds holding
Funds holding: 82 → 88 (+6)
3.14% more ownership
Funds ownership: 63.76% → 66.91% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
50% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$11.3M |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$2.35M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.35M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.08M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.51M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.07M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$926K |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$569K |
BJAN Hedge Fund Activity: Q4 2023 in Review
88 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q4 2023, worth a combined $121M — up 28% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BJAN positions and 7 closed out — a net gain of 7 holders — while 16 added to existing stakes and 32 trimmed.
The largest buyer was Crown Wealth Group, opening a new position worth an estimated $11.3M. The largest seller was Osaic Holdings, cutting an estimated $2.08M.
- 88 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q4 2023, up from 82 in Q3 2023.
- Funds reported $121M of Innovator US Equity Buffer ETF January stock for Q4 2023, up 28% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +7 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q4 2023 was Crown Wealth Group, an estimated $11.3M added.
- The largest Innovator US Equity Buffer ETF January seller in Q4 2023 was Osaic Holdings, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2023.