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Innovator Emerging Markets Power Buffer ETF January

43 hedge funds and large institutions have $31.3M invested in Innovator Emerging Markets Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 67.33%68.81% (+1.5%)

16% less funds holding

Funds holding: 5143 (-8)

19% less capital invested

Capital invested by funds: $38.5M → $31.3M (-$7.16M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-8
Holders Change %
-15.69%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
26
Weaver Consulting Group
California
$331K -$29.4K -1,120 -8%
AIA
27
Alera Investment Advisors
Illinois
$329K -$655 -25 -0.2%
OIA
28
OneDigital Investment Advisors
Kansas
$314K +$23.3K +889 +8%
BWM
29
BCGM Wealth Management
Indiana
$295K -$52.3K -1,996 -16%
Citadel Advisors
30
Citadel Advisors
Florida
$274K +$264K +10,080 New
RC
31
Rovin Capital
Arizona
$240K +$6.16K +235 +3%
CWS
32
Cypress Wealth Services
California
$224K
HSA
33
HBK Sorce Advisory
Pennsylvania
$219K +$2.62M +100,000 +100%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$90K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$71.4K +$36.7K +1,400 +117%
CIAS
36
Capital Investment Advisory Services
North Carolina
$71K -$1.31K -50 -2%
TWP
37
TFO Wealth Partners
Ohio
$65.2K -$341 -13 -0.6%
Morgan Stanley
38
Morgan Stanley
New York
$34K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$14.6K
HI
40
Harbour Investments
Wisconsin
$13.3K
GWM
41
Geneos Wealth Management
Colorado
$8.16K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3K
Wells Fargo
43
Wells Fargo
California
$680 +$655 +25 New
OMC
44
Old Mission Capital
Illinois
-$1.54M -61,760 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$556K -22,301 Closed
BFC
46
Bedel Financial Consulting
Indiana
-$336K -13,041 Closed
ICG
47
InterOcean Capital Group
Tennessee
-$318K -12,760 Closed
NFG
48
Nations Financial Group
Iowa
-$317K -12,700 Closed
AAS
49
Ameritas Advisory Services
Nebraska
-$302K -12,099 Closed
Goldman Sachs
50
Goldman Sachs
New York
-$286K -11,464 Closed

EJAN Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q4 2022, worth a combined $31.3M — down 19% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EJAN and 5 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 7 added.

The largest buyer was HBK Sorce Advisory, adding an estimated $2.62M. The largest seller was Compass Advisory Group, cutting an estimated $3.89M.

  • 43 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q4 2022, down from 51 in Q3 2022.
  • Funds reported $31.3M of Innovator Emerging Markets Power Buffer ETF January stock for Q4 2022, down 19% quarter-over-quarter.
  • 5 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q4 2022 and 12 closed out, a net change of -7 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q4 2022 was HBK Sorce Advisory, an estimated $2.62M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q4 2022 was Compass Advisory Group, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2022.