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Innovator Emerging Markets Power Buffer ETF January

73 hedge funds and large institutions have $102M invested in Innovator Emerging Markets Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 8673 (-13)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

31.55% less ownership

Funds ownership: 97.7%66.14% (-32%)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less capital invested

Capital invested by funds: $354M → $102M (-$252M)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
19
Reduced
26
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wealth Alliance
New York
$274K -$426K -15,000 -61%
AIA
52
Alera Investment Advisors
Illinois
$256K -$25.8K -907 -9%
RC
53
Rovin Capital
Arizona
$255K +$20.9K +736 +9%
TC
54
TownSquare Capital
Utah
$234K -$27.7M -975,664 -99%
OIA
55
OneDigital Investment Advisors
Kansas
$233K -$34.7K -1,222 -13%
MML Investors Services
56
MML Investors Services
Massachusetts
$222K -$5.39K -190 -2%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$222K -$46.8K -1,647 -18%
AWM
58
Apollon Wealth Management
South Carolina
$204K
DFA
59
DHJJ Financial Advisors
Illinois
$173K -$142 -5 -0.1%
CA
60
CoreCap Advisors
Michigan
$160K +$157K +5,537 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$96K
Morgan Stanley
62
Morgan Stanley
New York
$71K +$69.7K +2,454 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$61.1K
TWP
64
TFO Wealth Partners
Ohio
$60.3K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$40.7K
Comerica Bank
66
Comerica Bank
Texas
$33.3K
AF
67
Allworth Financial
California
$32.6K +$32K +1,128 New
VL
68
Vima LLC
Michigan
$30.7K +$30.9K +1,089 New
HI
69
Harbour Investments
Wisconsin
$14.2K
NS
70
NBC Securities
Alabama
$11K +$9.94K +350 New
AIC
71
Archer Investment Corporation
Indiana
$9.43K -$14.3K -502 -61%
CIA
72
Cape Investment Advisory
Georgia
$2.89K
GTAM
73
Global Trust Asset Management
Florida
$2.89K +$2.84K +100 New
Cerity Partners
74
Cerity Partners
New York
-$8.2M -286,062 Closed
PWG
75
Portside Wealth Group
Utah
-$7.1M -247,538 Closed

EJAN Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q1 2024, worth a combined $102M — down 71% from $354M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EJAN and 16 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Stephens Inc, opening a new position worth an estimated $11.2M. The largest seller was 3EDGE Asset Management, cutting an estimated $180M.

  • 73 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q1 2024, down from 86 in Q4 2023.
  • Funds reported $102M of Innovator Emerging Markets Power Buffer ETF January stock for Q1 2024, down 71% quarter-over-quarter.
  • 16 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q1 2024 and 27 closed out, a net change of -11 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q1 2024 was Stephens Inc, an estimated $11.2M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q1 2024 was 3EDGE Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.