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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
DFA
51
DHJJ Financial Advisors
Illinois
$181K +$2.41K +82 +1%
CA
52
CoreCap Advisors
Michigan
$157K -$7.73K -263 -5%
BFA
53
Brown Financial Advisors
Ohio
$117K +$115K +3,925 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$81K -$17.6K -600 -18%
FNWA
55
Financial Network Wealth Advisors
Utah
$75.1K +$73.9K +2,516 New
Morgan Stanley
56
Morgan Stanley
New York
$73.2K – – –
MFS
57
Mattson Financial Services
Michigan
$70.7K +$69.6K +2,369 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$62K -$970 -33 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$41.9K – – –
Comerica Bank
60
Comerica Bank
Texas
$34.4K – – –
HI
61
Harbour Investments
Wisconsin
$14.6K – – –
UBS Group
62
UBS Group
Switzerland
$11.3K +$11.1K +378 New
NS
63
NBC Securities
Alabama
$10K – – –
AIC
64
Archer Investment Corporation
Indiana
$9.72K – – –
CIA
65
Cape Investment Advisory
Georgia
$2.98K – – –
GTAM
66
Global Trust Asset Management
Florida
$2.98K – – –
LNC
67
Lincoln National Corp
Pennsylvania
– -$6.36M -219,868 Closed
PCS
68
Personal CFO Solutions
New Jersey
– -$4.3M -148,422 Closed
WAG
69
Wallace Advisory Group
California
– -$3.6M -125,689 Closed
SAG
70
SageView Advisory Group
California
– -$1.25M -49,832 Closed
MG
71
Mather Group
Illinois
– -$821K -28,632 Closed
PWA
72
Pillar Wealth Advisors
Pennsylvania
– -$682K -23,556 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$668K -23,093 Closed
PI
74
PFG Investments
New York
– -$413K -14,269 Closed
PCS
75
Private Client Services
Kentucky
– -$313K -10,811 Closed
1 2
3
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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.