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Innovator Emerging Markets Power Buffer ETF January
EJAN

66 hedge funds and large institutions have $103M invested in Innovator Emerging Markets Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% more ownership

Funds ownership: 66.14% → 66.93% (+0.78%)

1% more capital invested

Capital invested by funds: $102M → $103M (+$643K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 73 → 66 (-7)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
17
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$6.43M
2
HWM
HFG Wealth Management
Texas
+$4.83M
3
MW
MBL Wealth
North Carolina
+$3.77M
4
SI
Stephens Inc
Arkansas
+$992K
5
KAS
Kestra Advisory Services
Texas
+$661K

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$6.36M
2
PCS
Personal CFO Solutions
New Jersey
-$4.3M
3
WAG
Wallace Advisory Group
California
-$3.6M
4
SAG
SageView Advisory Group
California
-$1.25M
5
MG
Mather Group
Illinois
-$821K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Trek Financial
Arizona
$739K +$36.9K +1,257 +5%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$646K -$142K -4,842 -18%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$560K – – –
AWA
29
Arete Wealth Advisors
Illinois
$559K – – –
LPL Financial
30
LPL Financial
California
$556K +$45.2K +1,537 +9%
JP Morgan Chase
31
JP Morgan Chase
New York
$538K +$39.8K +1,355 +8%
AAS
32
Avantax Advisory Services
Texas
$534K -$36.1K -1,227 -6%
Citadel Advisors
33
Citadel Advisors
Florida
$448K +$8.4K +286 +2%
CPRC
34
Consolidated Portfolio Review Corp
New York
$430K +$4.53K +154 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$430K -$157K -5,353 -27%
W
36
WPWealth
Texas
$399K -$20.2K -688 -5%
TWM
37
Tradition Wealth Management
Minnesota
$396K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$378K +$4.2K +143 +1%
ASN
39
Advisory Services Network
Georgia
$348K -$4.29K -146 -1%
JCM
40
Jacobi Capital Management
Pennsylvania
$339K +$333K +11,348 New
CPA
41
Clear Point Advisors
New York
$319K -$7.2K -245 -2%
BAM
42
Belpointe Asset Management
Nevada
$304K -$6.55K -223 -2%
WCG
43
Weaver Consulting Group
California
$296K -$9.73K -331 -3%
RC
44
Rovin Capital
Arizona
$270K +$7.93K +270 +3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$245K +$241K +8,212 New
TC
46
TownSquare Capital
Utah
$241K – – –
OIA
47
OneDigital Investment Advisors
Kansas
$240K – – –
Jane Street
48
Jane Street
New York
$222K +$218K +7,430 New
WA
49
Wealth Alliance
New York
$217K -$64.7K -2,200 -23%
MML Investors Services
50
MML Investors Services
Massachusetts
$202K -$26.7K -910 -12%
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EJAN Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q2 2024, worth a combined $103M — up 0.63% from $102M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EJAN and 9 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 17 added.

The largest buyer was Osaic Holdings, adding an estimated $6.43M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $6.36M sold.

  • 66 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q2 2024, down from 73 in Q1 2024.
  • Funds reported $103M of Innovator Emerging Markets Power Buffer ETF January stock for Q2 2024, up 0.63% quarter-over-quarter.
  • 9 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q2 2024 and 15 closed out, a net change of -6 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q2 2024 was Osaic Holdings, an estimated $6.43M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q2 2024 was Lincoln National Corp, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2024.