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Innovator Emerging Markets Power Buffer ETF January

43 hedge funds and large institutions have $31.3M invested in Innovator Emerging Markets Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 67.33%68.81% (+1.5%)

16% less funds holding

Funds holding: 5143 (-8)

19% less capital invested

Capital invested by funds: $38.5M → $31.3M (-$7.16M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-8
Holders Change %
-15.69%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$6.13M -$687K -26,198 -10%
CAG
2
Compass Advisory Group
New York
$4.62M -$3.89M -148,282 -48%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.67M -$174K -6,629 -7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.14M -$377K -14,400 -15%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$286K +10,909 +32%
KAS
6
Kestra Advisory Services
Texas
$987K -$47.7K -1,820 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$959K -$1M -38,298 -52%
LNC
8
Lincoln National Corp
Pennsylvania
$923K +$890K +33,939 New
PWA
9
Pillar Wealth Advisors
Pennsylvania
$861K -$787K -30,020 -49%
AF
10
Advisornet Financial
Minnesota
$795K +$48.3K +1,841 +7%
SWA
11
Stratos Wealth Advisors
Ohio
$741K -$78K -2,978 -10%
CA
12
Corrado Advisors
New Jersey
$723K -$511K -19,505 -42%
IA
13
IFP Advisors
Florida
$571K -$189K -7,217 -26%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$556K -$75.2K -2,870 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$528K -$32.2K -1,227 -6%
CPIG
16
Chicago Partners Investment Group
Illinois
$480K +$31.2K +1,191 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$467K -$81.6K -3,114 -15%
AAS
18
Avantax Advisory Services
Texas
$464K
CAN
19
Cetera Advisor Networks
California
$462K -$43.5K -1,660 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$454K +$437K +16,685 New
DI
21
Diligent Investors
California
$448K -$26.2K -1,000 -6%
SAG
22
SageView Advisory Group
California
$395K +$381K +14,527 New
TWM
23
Tradition Wealth Management
Minnesota
$385K -$165K -6,305 -31%
SS
24
Sunbelt Securities
Texas
$370K -$10.5K -400 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$358K -$156K -5,961 -31%

EJAN Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q4 2022, worth a combined $31.3M — down 19% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EJAN and 5 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 7 added.

The largest buyer was HBK Sorce Advisory, adding an estimated $2.62M. The largest seller was Compass Advisory Group, cutting an estimated $3.89M.

  • 43 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q4 2022, down from 51 in Q3 2022.
  • Funds reported $31.3M of Innovator Emerging Markets Power Buffer ETF January stock for Q4 2022, down 19% quarter-over-quarter.
  • 5 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q4 2022 and 12 closed out, a net change of -7 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q4 2022 was HBK Sorce Advisory, an estimated $2.62M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q4 2022 was Compass Advisory Group, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2022.