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Innovator Emerging Markets Power Buffer ETF January

69 hedge funds and large institutions have $82.1M invested in Innovator Emerging Markets Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 6669 (+3)

5.52% less ownership

Funds ownership: 66.93%61.41% (-5.5%)

20% less capital invested

Capital invested by funds: $103M → $82.1M (-$20.7M)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
9
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Stephens Inc
Arkansas
$13.4M
GI
2
Gradient Investments
Minnesota
$10.8M +$114K +3,799 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.98M -$233K -7,720 -3%
HWM
4
HFG Wealth Management
Texas
$4.9M
MW
5
MBL Wealth
North Carolina
$4.23M +$201K +6,681 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.72M -$11.9M -394,362 -77%
LIWM
7
Long Island Wealth Management
New York
$3.36M +$672K +22,286 +26%
CA
8
Corrado Advisors
New Jersey
$2.65M -$59.1K -1,961 -2%
KAS
9
Kestra Advisory Services
Texas
$1.71M -$1.15M -38,240 -41%
PS
10
Principal Securities
Iowa
$1.47M -$29.7K -986 -2%
DI
11
Diligent Investors
California
$1.42M -$46.9K -1,556 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.3M -$21.9K -726 -2%
AF
13
Allworth Financial
California
$1.26M +$1.22M +40,358 New
3AM
14
3EDGE Asset Management
Florida
$1.18M -$47.9K -1,591 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.09M -$245K -8,134 -19%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$118K +3,903 +13%
LJAC
17
L.J. Altfest & Co
New York
$1.04M -$13.4M -442,972 -93%
SB
18
Strategic Blueprint
Georgia
$967K -$21.1K -700 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$958K
CAG
20
Compass Advisory Group
New York
$939K -$271 -9 -0%
AF
21
Advisornet Financial
Minnesota
$931K
CWS
22
Cypress Wealth Services
California
$883K
MPCL
23
My Personal CFO LLC
Washington
$883K
GCP
24
Gill Capital Partners
Colorado
$823K
SS
25
Sunbelt Securities
Texas
$823K -$28.3K -940 -3%

EJAN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF January (EJAN) for Q3 2024, worth a combined $82.1M — down 20% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EJAN positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $1.22M. The largest seller was L.J. Altfest & Co, cutting an estimated $13.4M.

  • 69 institutional investors held Innovator Emerging Markets Power Buffer ETF January (EJAN) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $82.1M of Innovator Emerging Markets Power Buffer ETF January stock for Q3 2024, down 20% quarter-over-quarter.
  • 9 funds opened new Innovator Emerging Markets Power Buffer ETF January positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF January buyer in Q3 2024 was Allworth Financial, an estimated $1.22M added.
  • The largest Innovator Emerging Markets Power Buffer ETF January seller in Q3 2024 was L.J. Altfest & Co, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2024.