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Innovator Emerging Markets Power Buffer ETF January

56 hedge funds and large institutions have $179M invested in Innovator Emerging Markets Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $63.6M → $179M (+$116M)

162.61% more ownership

Funds ownership: 60.86%223.47% (+163%)

8% less funds holding

Funds holding: 6156 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$136M +$142M +5,004,067 New
LNC
2
Lincoln National Corp
Pennsylvania
$8.14M -$3.48K -123 -0%
MW
3
MBL Wealth
North Carolina
$3.63M +$453K +15,978 +14%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$2.5M -$36.6K -1,290 -1%
CA
5
Corrado Advisors
New Jersey
$2.21M -$20.4K -720 -0.9%
KAS
6
Kestra Advisory Services
Texas
$2.06M -$152K -5,377 -7%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.06M -$27.2K -959 -1%
CAG
8
Compass Advisory Group
New York
$1.18M -$361K -12,736 -23%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.12M +$15.4K +545 +1%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$1.1M -$81K -2,857 -7%
MPCL
11
My Personal CFO LLC
Washington
$928K
MSRI
12
Michael S. Ryan Inc
New York
$885K -$23.1K -815 -2%
DI
13
DFPG Investments
Utah
$859K +$892K +31,495 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$837K
CAN
15
Cetera Advisor Networks
California
$808K +$325K +11,469 +64%
AF
16
Advisornet Financial
Minnesota
$800K
PWA
17
Pillar Wealth Advisors
Pennsylvania
$783K -$86.4K -3,050 -10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$772K -$228K -8,052 -22%
CWS
19
Cypress Wealth Services
California
$772K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$732K +$56.6K +1,996 +8%
AAS
21
Avantax Advisory Services
Texas
$702K -$37.3K -1,318 -5%
Citadel Advisors
22
Citadel Advisors
Florida
$678K +$37.2K +1,313 +6%
SS
23
Sunbelt Securities
Texas
$673K +$10.2K +360 +1%
WA
24
Wealth Alliance
New York
$670K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$636K +$141K +4,967 +27%

EJAN Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q3 2023, worth a combined $179M — up 182% from $63.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EJAN and 6 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 12 added.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $142M. The largest seller was Gradient Investments, cutting an estimated $13.2M.

  • 56 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $179M of Innovator Emerging Markets Power Buffer ETF January stock for Q3 2023, up 182% quarter-over-quarter.
  • 6 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q3 2023 and 11 closed out, a net change of -5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q3 2023 was 3EDGE Asset Management, an estimated $142M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q3 2023 was Gradient Investments, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2023.