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Innovator Emerging Markets Power Buffer ETF January

56 hedge funds and large institutions have $179M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $63.6M → $179M (+$116M)

162.61% more ownership

Funds ownership: 60.86%223.47% (+163%)

8% less funds holding

Funds holding: 6156 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$615K +$2.75K +97 +0.4%
DI
27
Diligent Investors
California
$568K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$549K -$9.55K -337 -2%
SB
29
Strategic Blueprint
Georgia
$497K +$41.9K +1,478 +9%
OIA
30
OneDigital Investment Advisors
Kansas
$481K -$13.6K -479 -3%
GCP
31
Gill Capital Partners
Colorado
$462K -$166K -5,876 -26%
GSIS
32
Global Strategic Investment Solutions
Arizona
$443K -$2.67M -94,372 -85%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$422K -$49.5K -1,748 -10%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$416K -$9.44K -333 -2%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$407K +$1.59K +56 +0.4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$399K -$119K -4,188 -22%
TWM
37
Tradition Wealth Management
Minnesota
$388K -$113 -4 -0%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$346K +$358K +12,631 New
WCG
39
Weaver Consulting Group
California
$331K -$2.83K -100 -0.8%
AIA
40
Alera Investment Advisors
Illinois
$299K +$20.1K +710 +7%
BWM
41
BCGM Wealth Management
Indiana
$282K -$15.6K -550 -5%
RC
42
Rovin Capital
Arizona
$219K +$14.8K +523 +7%
KWM
43
Kingsview Wealth Management
Oregon
$203K
DFA
44
DHJJ Financial Advisors
Illinois
$170K +$176K +6,200 New
RIA
45
Realta Investment Advisors
Delaware
$101K
BFEC
46
Benjamin F. Edwards & Company
Missouri
$90K
TWP
47
TFO Wealth Partners
Ohio
$59.1K
CIAS
48
Capital Investment Advisory Services
North Carolina
$57.8K
UBS Group
49
UBS Group
Switzerland
$45.4K -$11.7K -412 -20%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$39.3K -$34K -1,200 -46%

EJAN Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q3 2023, worth a combined $179M — up 182% from $63.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EJAN and 6 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 12 added.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $142M. The largest seller was Gradient Investments, cutting an estimated $13.2M.

  • 56 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $179M of Innovator Emerging Markets Power Buffer ETF January stock for Q3 2023, up 182% quarter-over-quarter.
  • 6 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q3 2023 and 11 closed out, a net change of -5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q3 2023 was 3EDGE Asset Management, an estimated $142M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q3 2023 was Gradient Investments, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2023.