We are live on ! Find out more
EJAN icon

Innovator Emerging Markets Power Buffer ETF January
EJAN

45 hedge funds and large institutions have $63.6M invested in Innovator Emerging Markets Power Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.84% more ownership

Funds ownership: 56.57% → 57.41% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $69M → $63.6M (-$5.4M)

13% less funds holding

Funds holding: 52 → 45 (-7)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.96M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.21M
3
BMM
Berkshire Money Management
Massachusetts
+$455K
4
CAG
Compass Advisory Group
New York
+$397K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$356K

Top Sellers

1
DP
Denver PWM
Colorado
-$3.1M
2
XF
XML Financial
Maryland
-$2.59M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.17M
4
OMC
Old Mission Capital
Illinois
-$714K
5
KCM
Kathmere Capital Management
Pennsylvania
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Alera Investment Advisors
Illinois
$323K +$3.49K +115 +1%
SB
27
Strategic Blueprint
Georgia
$306K -$65.1K -2,142 -17%
SS
28
Sunbelt Securities
Texas
$299K – – –
KWM
29
Kingsview Wealth Management
Oregon
$280K -$40.3K -1,327 -12%
WP
30
WealthPLAN Partners
Nebraska
$249K +$256K +8,415 New
MWM
31
Maltin Wealth Management
New Jersey
$233K +$237K +7,791 New
IA
32
IFP Advisors
Florida
$227K -$210K -6,921 -48%
APCM
33
Alaska Permanent Capital Management
Alaska
$215K – – –
DFA
34
DHJJ Financial Advisors
Illinois
$212K +$1.06K +35 +0.5%
S
35
SignatureFD
Georgia
$200K – – –
CIAS
36
Capital Investment Advisory Services
North Carolina
$139K +$142K +4,660 New
CFGS
37
Concourse Financial Group Securities
Alabama
$90K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$78K – – –
TWP
39
TFO Wealth Partners
Ohio
$62K – – –
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$60K +$15.2K +500 +33%
Morgan Stanley
41
Morgan Stanley
New York
$37K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$30K – – –
APA
43
American Portfolios Advisors
New York
$23.9K – – –
CAL
44
Capital Analysts LLC
Pennsylvania
$15K – – –
NFG
45
Next Financial Group
Texas
$1K -$1.85K -61 -74%
DP
46
Denver PWM
Colorado
– -$3.1M -99,717 Closed
KCM
47
Kathmere Capital Management
Pennsylvania
– -$583K -18,764 Closed
SPC
48
Sigma Planning Corp
Michigan
– -$225K -7,234 Closed
Goldman Sachs
49
Goldman Sachs
New York
– -$220K -7,100 Closed
FGAM
50
Financial Gravity Asset Management
Texas
– -$45K -1,453 Closed
1
2
3