Innovator Double Stacker 9 Buffer ETF - January
DBJA
DBJA was delisted on the 2nd of January, 2024.
11 hedge funds and large institutions have $3.75M invested in Innovator Double Stacker 9 Buffer ETF - January in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
5% less capital invested
Capital invested by funds: $3.96M → $3.75M (-$206K)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$669K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$326K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$196K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$124K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$94.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $708K | +$669K | +26,641 | New |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $707K | +$669K | +26,641 | New |
|
|
DFA
3
DHJJ Financial Advisors
Naperville,
Illinois
| $477K | -$27.4K | -1,090 | -5% |
|
|
OIA
4
OneDigital Investment Advisors
Overland Park,
Kansas
| $436K | – | – | – |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $413K | -$94.2K | -3,751 | -19% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $375K | -$124K | -4,946 | -25% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $353K | -$1.15M | -45,887 | -77% |
|
|
AWA
8
Arkadios Wealth Advisors
Atlanta,
Georgia
| $211K | -$196K | -7,800 | -48% |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $52.5K | – | – | – |
|
|
OCM
10
Orion Capital Management
Coronado,
California
| $10.6K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $9.76K | +$4.19K | +167 | +75% |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$326K | -13,848 | Closed |
|
DBJA Hedge Fund Activity: Q4 2022 in Review
11 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Double Stacker 9 Buffer ETF - January (DBJA) for Q4 2022, worth a combined $3.75M — down 5.2% from $3.96M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DBJA positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $669K. The largest seller was Old Mission Capital, cutting an estimated $1.15M.
- 11 institutional investors held Innovator Double Stacker 9 Buffer ETF - January (DBJA) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $3.75M of Innovator Double Stacker 9 Buffer ETF - January stock for Q4 2022, down 5.2% quarter-over-quarter.
- 2 funds opened new Innovator Double Stacker 9 Buffer ETF - January positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Innovator Double Stacker 9 Buffer ETF - January buyer in Q4 2022 was WealthPlan Investment Management, an estimated $669K added.
- The largest Innovator Double Stacker 9 Buffer ETF - January seller in Q4 2022 was Old Mission Capital, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2022.