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Innovator Emerging Markets Power Buffer ETF January

73 hedge funds and large institutions have $102M invested in Innovator Emerging Markets Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 8673 (-13)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

31.55% less ownership

Funds ownership: 97.7%66.14% (-32%)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less capital invested

Capital invested by funds: $354M → $102M (-$252M)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
19
Reduced
26
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.9M +$1.23M +43,248 +9%
LJAC
2
L.J. Altfest & Co
New York
$13.5M +$413K +14,560 +3%
SI
3
Stephens Inc
Arkansas
$11.4M +$11.2M +394,870 New
GI
4
Gradient Investments
Minnesota
$9.52M +$9.32M +328,293 +65,659%
LNC
5
Lincoln National Corp
Pennsylvania
$6.36M -$2.17M -76,549 -26%
PCS
6
Personal CFO Solutions
New Jersey
$4.3M +$4.21M +148,422 New
WAG
7
Wallace Advisory Group
California
$3.6M +$3.57M +125,689 New
CA
8
Corrado Advisors
New Jersey
$2.55M +$291K +10,241 +13%
LIWM
9
Long Island Wealth Management
New York
$2.47M +$46.9K +1,653 +2%
KAS
10
Kestra Advisory Services
Texas
$2.04M -$251K -8,838 -11%
PS
11
Principal Securities
Iowa
$1.39M +$1.35M +47,628 +16,595%
DI
12
Diligent Investors
California
$1.36M +$747K +26,303 +127%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.29M +$802K +28,255 +173%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.26M +$159K +5,590 +15%
SAG
15
SageView Advisory Group
California
$1.25M +$1.2M +42,343 +565%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.2M -$6.64M -233,891 -85%
3AM
17
3EDGE Asset Management
Florida
$1.14M -$180M -6,341,189 -99%
CAG
18
Compass Advisory Group
New York
$916K -$97.1K -3,420 -10%
SB
19
Strategic Blueprint
Georgia
$909K -$542K -19,102 -38%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$884K
AF
21
Advisornet Financial
Minnesota
$860K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$833K +$54K +1,901 +7%
MG
23
Mather Group
Illinois
$821K -$163K -5,738 -17%
MPCL
24
My Personal CFO LLC
Washington
$816K -$162K -5,700 -17%
CWS
25
Cypress Wealth Services
California
$816K

EJAN Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q1 2024, worth a combined $102M — down 71% from $354M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EJAN and 16 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Stephens Inc, opening a new position worth an estimated $11.2M. The largest seller was 3EDGE Asset Management, cutting an estimated $180M.

  • 73 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q1 2024, down from 86 in Q4 2023.
  • Funds reported $102M of Innovator Emerging Markets Power Buffer ETF January stock for Q1 2024, down 71% quarter-over-quarter.
  • 16 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q1 2024 and 27 closed out, a net change of -11 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q1 2024 was Stephens Inc, an estimated $11.2M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q1 2024 was 3EDGE Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2024.