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Innovator International Developed Power Buffer ETF January

73 hedge funds and large institutions have $105M invested in Innovator International Developed Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

42% more capital invested

Capital invested by funds: $74.2M → $105M (+$30.8M)

20% more funds holding

Funds holding: 6173 (+12)

18.05% more ownership

Funds ownership: 62.22%80.27% (+18%)

63% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 30

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
11
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$878K +$821K +28,890 New
NA
27
NewEdge Advisors
Louisiana
$758K +$203K +7,127 +39%
MSRI
28
Michael S. Ryan Inc
New York
$724K -$114 -4 -0%
BFG
29
Berger Financial Group
Minnesota
$675K
SAG
30
SageView Advisory Group
California
$672K +$140K +4,932 +29%
DI
31
Diligent Investors
California
$616K
PWA
32
Pillar Wealth Advisors
Pennsylvania
$580K
LNC
33
Lincoln National Corp
Pennsylvania
$539K +$295K +10,392 +142%
KAS
34
Kestra Advisory Services
Texas
$518K +$153K +5,401 +46%
SB
35
Strategic Blueprint
Georgia
$516K -$10.2K -360 -2%
Truist Financial
36
Truist Financial
North Carolina
$452K +$284 +10 +0.1%
OIA
37
OneDigital Investment Advisors
Kansas
$421K -$70.1K -2,466 -15%
TWM
38
Tradition Wealth Management
Minnesota
$417K +$3.07K +108 +0.8%
CWM
39
Collaborative Wealth Management
Florida
$380K
AAS
40
Avantax Advisory Services
Texas
$378K -$521K -18,318 -60%
WA
41
Wealth Alliance
New York
$369K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$321K -$80.1K -2,820 -21%
AWM
43
AE Wealth Management
Kansas
$319K +$300K +10,545 New
USCWA
44
U.S. Capital Wealth Advisors
Texas
$308K -$16.5K -582 -5%
MMA
45
Miracle Mile Advisors
California
$305K -$2.4M -84,340 -89%
TF
46
Trek Financial
Arizona
$296K +$277K +9,731 New
SWA
47
Stratos Wealth Advisors
Ohio
$295K -$96.4K -3,392 -26%
SPIA
48
Steward Partners Investment Advisory
New York
$293K +$35K +1,231 +15%
SCA
49
Snowden Capital Advisors
New York
$284K
Fisher Asset Management
50
Fisher Asset Management
Washington
$263K +$246K +8,655 New

IJAN Hedge Fund Activity: Q4 2023 in Review

73 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF January (IJAN) for Q4 2023, worth a combined $105M — up 42% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IJAN positions and 6 closed out — a net gain of 12 holders — while 11 added to existing stakes and 30 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $10.5M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $4.25M.

  • 73 institutional investors held Innovator International Developed Power Buffer ETF January (IJAN) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $105M of Innovator International Developed Power Buffer ETF January stock for Q4 2023, up 42% quarter-over-quarter.
  • 18 funds opened new Innovator International Developed Power Buffer ETF January positions in Q4 2023 and 6 closed out, a net change of +12 holders.
  • The largest Innovator International Developed Power Buffer ETF January buyer in Q4 2023 was L.J. Altfest & Co, an estimated $10.5M added.
  • The largest Innovator International Developed Power Buffer ETF January seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2023.