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Innovator Emerging Markets Power Buffer ETF January
EJAN

33 hedge funds and large institutions have $41.7M invested in Innovator Emerging Markets Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

349% more capital invested

Capital invested by funds: $9.29M → $41.7M (+$32.5M)

57% more funds holding

Funds holding: 21 → 33 (+12)

51.68% more ownership

Funds ownership: 36.19% → 87.88% (+52%)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
33
Holders Change
+12
Holders Change %
+57.14%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$7.35M
2
CFA
Carroll Financial Associates
North Carolina
+$5.1M
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$2.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.29M
5
CAN
Cetera Advisor Networks
California
+$1.27M

Top Sellers

1
ACM
Arlington Capital Management
Illinois
-$1.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$569K
3
AAS
Avantax Advisory Services
Texas
-$499K
4
AIA
Alera Investment Advisors
Illinois
-$36.9K
5
CFGS
Concourse Financial Group Securities
Alabama
-$28.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$7.75M +$7.35M +257,979 New
CFA
2
Carroll Financial Associates
North Carolina
$5.47M +$5.1M +179,210 +6,014%
TWM
3
Tradition Wealth Management
Minnesota
$4.91M +$4.66M +163,578 New
CAG
4
Compass Advisory Group
New York
$3.4M +$3.22M +113,183 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$3.22M +$2.63M +92,250 +624%
DP
6
Denver PWM
Colorado
$2.81M +$67.4K +2,368 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.42M +$2.29M +80,398 New
MW
8
MBL Wealth
North Carolina
$2.12M +$1.97M +69,269 New
ACM
9
Arlington Capital Management
Illinois
$1.45M -$1.2M -42,258 -47%
CAN
10
Cetera Advisor Networks
California
$1.33M +$1.27M +44,451 New
PCS
11
Personal CFO Solutions
New Jersey
$1.05M +$154K +5,409 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$998K +$556K +19,518 +143%
WP
13
WealthPLAN Partners
Nebraska
$679K +$633K +22,217 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$476K +$451K +15,851 New
SS
15
Sunbelt Securities
Texas
$473K -$27.8K -975 -6%
KCM
16
Kathmere Capital Management
Pennsylvania
$362K – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$342K +$36K +1,265 +12%
BWM
18
BCGM Wealth Management
Indiana
$338K +$311K +10,937 New
AOG
19
Alpha Omega Group
Virginia
$323K +$306K +10,744 New
IFS
20
Ifrah Financial Services
Arkansas
$285K -$4.02K -141 -1%
AIA
21
Alera Investment Advisors
Illinois
$284K -$36.9K -1,296 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$274K – – –
KWM
23
Kingsview Wealth Management
Oregon
$257K +$243K +8,549 New
SIA
24
Soltis Investment Advisors
Utah
$254K +$18.9K +665 +9%
WCG
25
Weaver Consulting Group
California
$220K – – –
1
2

EJAN Hedge Fund Activity: Q4 2020 in Review

33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q4 2020, worth a combined $41.7M — up 349% from $9.29M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EJAN positions and 3 closed out — a net gain of 12 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $7.35M. The largest seller was Arlington Capital Management, cutting an estimated $1.2M.

  • 33 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $41.7M of Innovator Emerging Markets Power Buffer ETF January stock for Q4 2020, up 349% quarter-over-quarter.
  • 15 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q4 2020 and 3 closed out, a net change of +12 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q4 2020 was Berkshire Money Management, an estimated $7.35M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q4 2020 was Arlington Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2020.