Innovator US Equity Buffer ETF January
BJAN
106 hedge funds and large institutions have $183M invested in Innovator US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
121% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 19
51% more capital invested
Capital invested by funds: $121M → $183M (+$61.7M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 88 → 106 (+18)
2.73% more ownership
Funds ownership: 66.91% → 69.64% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.12M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$5.96M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.05M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$936K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$529K |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
-$487K |
| 5 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$311K |
BJAN Hedge Fund Activity: Q1 2024 in Review
106 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF January (BJAN) for Q1 2024, worth a combined $183M — up 51% from $121M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BJAN positions and 5 closed out — a net gain of 18 holders — while 42 added to existing stakes and 19 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $9.12M. The largest seller was JP Morgan Chase, cutting an estimated $1M.
- 106 institutional investors held Innovator US Equity Buffer ETF January (BJAN) as of Q1 2024, up from 88 in Q4 2023.
- Funds reported $183M of Innovator US Equity Buffer ETF January stock for Q1 2024, up 51% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +18 holders.
- The largest Innovator US Equity Buffer ETF January buyer in Q1 2024 was Brookstone Capital Management, an estimated $9.12M added.
- The largest Innovator US Equity Buffer ETF January seller in Q1 2024 was JP Morgan Chase, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2024.