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Innovator Emerging Markets Power Buffer ETF January

57 hedge funds and large institutions have $73.6M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

135% more capital invested

Capital invested by funds: $31.3M → $73.6M (+$42.3M)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

33% more funds holding

Funds holding: 4357 (+14)

3.03% less ownership

Funds ownership: 68.81%65.78% (-3%)

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$16.8M +$16.8M +596,451 New
GSIS
2
Global Strategic Investment Solutions
Arizona
$9.37M +$3.02M +107,305 +48%
LNC
3
Lincoln National Corp
Pennsylvania
$8.24M +$7.28M +258,513 +762%
MW
4
MBL Wealth
North Carolina
$4.81M +$4.81M +170,761 New
CAG
5
Compass Advisory Group
New York
$4.25M -$297K -10,547 -7%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$2.63M -$5.83K -207 -0.2%
CA
7
Corrado Advisors
New Jersey
$2.31M +$1.56M +55,452 +209%
KAS
8
Kestra Advisory Services
Texas
$2.3M +$1.27M +45,210 +125%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.64M -$574K -20,375 -26%
OMC
10
Old Mission Capital
Illinois
$1.31M +$1.31M +46,573 New
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$1.23M -$30.9K -1,097 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.14M +$147K +5,207 +15%
MPCL
13
My Personal CFO LLC
Washington
$955K +$954K +33,890 New
PWA
14
Pillar Wealth Advisors
Pennsylvania
$892K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$861K +$860K +30,560 New
AF
16
Advisornet Financial
Minnesota
$823K
CWS
17
Cypress Wealth Services
California
$795K +$562K +19,970 +243%
SWA
18
Stratos Wealth Advisors
Ohio
$719K -$48.5K -1,723 -6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$707K +$131K +4,636 +23%
SS
20
Sunbelt Securities
Texas
$700K +$316K +11,229 +83%
WA
21
Wealth Alliance
New York
$690K +$689K +24,465 New
AAS
22
Avantax Advisory Services
Texas
$681K +$200K +7,106 +42%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$629K +$158K +5,614 +34%
ACM
24
Arlington Capital Management
Illinois
$621K +$621K +22,044 New
IA
25
IFP Advisors
Florida
$617K +$47.6K +1,692 +8%

EJAN Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q1 2023, worth a combined $73.6M — up 135% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EJAN positions and 2 closed out — a net gain of 14 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $16.8M. The largest seller was Janney Montgomery Scott, cutting an estimated $574K.

  • 57 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q1 2023, up from 43 in Q4 2022.
  • Funds reported $73.6M of Innovator Emerging Markets Power Buffer ETF January stock for Q1 2023, up 135% quarter-over-quarter.
  • 16 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q1 2023 and 2 closed out, a net change of +14 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q1 2023 was Gradient Investments, an estimated $16.8M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q1 2023 was Janney Montgomery Scott, an estimated $574K sold.

Based on aggregated 13F filings for Q1 2023.