We are live on ! Find out more
EJAN icon

Innovator Emerging Markets Power Buffer ETF January

86 hedge funds and large institutions have $354M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more capital invested

Capital invested by funds: $179M → $354M (+$175M)

54% more funds holding

Funds holding: 5686 (+30)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

125.77% less ownership

Funds ownership: 223.47%97.7% (-126%)

Holders
86
Holders Change
+30
Holders Change %
+53.57%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
18
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
DFPG Investments
Utah
$1.09M +$188K +6,819 +22%
CAG
27
Compass Advisory Group
New York
$1.01M -$219K -7,934 -18%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$986K -$155K -5,637 -14%
MG
29
Mather Group
Illinois
$985K +$947K +34,370 New
MPCL
30
My Personal CFO LLC
Washington
$972K
FW
31
FirstPurpose Wealth
Utah
$940K +$904K +32,783 New
MSRI
32
Michael S. Ryan Inc
New York
$935K -$8.6K -312 -0.9%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$876K
AF
34
Advisornet Financial
Minnesota
$852K +$13.7K +496 +2%
LPL Financial
35
LPL Financial
California
$827K +$796K +28,862 New
CWS
36
Cypress Wealth Services
California
$808K
AWM
37
AE Wealth Management
Kansas
$800K +$786K +28,506 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$771K +$101K +3,649 +16%
PWA
39
Pillar Wealth Advisors
Pennsylvania
$755K -$62.5K -2,266 -8%
WA
40
Wealth Alliance
New York
$701K
IA
41
IFP Advisors
Florida
$700K +$53.5K +1,939 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$691K -$112K -4,075 -14%
NG
43
Norden Group
Utah
$687K +$661K +23,970 New
GCP
44
Gill Capital Partners
Colorado
$687K +$196K +7,099 +42%
CAN
45
Cetera Advisor Networks
California
$668K -$171K -6,193 -21%
SS
46
Sunbelt Securities
Texas
$667K -$36.5K -1,324 -5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$655K -$106K -3,862 -14%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$637K +$188K +6,827 +44%
DI
49
Diligent Investors
California
$594K
TF
50
Trek Financial
Arizona
$501K +$482K +17,485 New

EJAN Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q4 2023, worth a combined $354M — up 97% from $179M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EJAN positions and 6 closed out — a net gain of 30 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $37.9M. The largest seller was Valtinson Bruner Financial Planning, exiting entirely with an estimated $2.5M sold.

  • 86 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $354M of Innovator Emerging Markets Power Buffer ETF January stock for Q4 2023, up 97% quarter-over-quarter.
  • 36 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q4 2023 and 6 closed out, a net change of +30 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q4 2023 was 3EDGE Asset Management, an estimated $37.9M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q4 2023 was Valtinson Bruner Financial Planning, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2023.