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Innovator International Developed Power Buffer ETF January

37 hedge funds and large institutions have $40.8M invested in Innovator International Developed Power Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.85% more ownership

Funds ownership: 54.55%64.4% (+9.8%)

5% less funds holding

Funds holding: 3937 (-2)

11% less capital invested

Capital invested by funds: $45.9M → $40.8M (-$5.1M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$10.8M -$72.5K -2,922 -0.6%
AF
2
Advisornet Financial
Minnesota
$3.7M
HighTower Advisors
3
HighTower Advisors
Illinois
$2.46M -$150K -6,035 -5%
SWA
4
Stratos Wealth Advisors
Ohio
$2.35M -$3.55K -143 -0.1%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$1.98M -$16.6K -668 -0.8%
CAG
6
Compass Advisory Group
New York
$1.79M -$809K -32,627 -29%
PWA
7
Pillar Wealth Advisors
Pennsylvania
$1.66M
Osaic Holdings
8
Osaic Holdings
Arizona
$1.59M -$190K -7,671 -10%
IFG
9
Independent Financial Group
California
$1.56M +$1.68M +67,735 New
AIA
10
Alera Investment Advisors
Illinois
$1.45M -$174K -7,019 -10%
OMC
11
Old Mission Capital
Illinois
$1.23M +$603K +24,335 +83%
IA
12
IFP Advisors
Florida
$1.2M -$521 -21 -0%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$984K +$87.1K +3,513 +9%
DFA
14
DHJJ Financial Advisors
Illinois
$910K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$899K -$335K -13,514 -26%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$535K
LF
17
Lantz Financial
Illinois
$474K -$57.1K -2,302 -10%
SS
18
Sunbelt Securities
Texas
$471K -$58K -2,340 -10%
DI
19
Diligent Investors
California
$429K +$62K +2,500 +15%
AAS
20
Avantax Advisory Services
Texas
$425K +$4.36K +176 +1%
NFG
21
Nations Financial Group
Iowa
$410K
CAN
22
Cetera Advisor Networks
California
$396K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$394K -$529K -21,337 -55%
KAS
24
Kestra Advisory Services
Texas
$367K
CWS
25
Cypress Wealth Services
California
$341K

IJAN Hedge Fund Activity: Q3 2022 in Review

37 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF January (IJAN) for Q3 2022, worth a combined $40.8M — down 11% from $45.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IJAN and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $2.23M. The largest seller was Ifrah Financial Services, exiting entirely with an estimated $944K sold.

  • 37 institutional investors held Innovator International Developed Power Buffer ETF January (IJAN) as of Q3 2022, down from 39 in Q2 2022.
  • Funds reported $40.8M of Innovator International Developed Power Buffer ETF January stock for Q3 2022, down 11% quarter-over-quarter.
  • 3 funds opened new Innovator International Developed Power Buffer ETF January positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest Innovator International Developed Power Buffer ETF January buyer in Q3 2022 was HBK Sorce Advisory, an estimated $2.23M added.
  • The largest Innovator International Developed Power Buffer ETF January seller in Q3 2022 was Ifrah Financial Services, an estimated $944K sold.

Based on aggregated 13F filings for Q3 2022.