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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
LJAC
1
L.J. Altfest & Co
New York
$11.3M +$10.5M +370,281 New
CAG
2
Compass Advisory Group
New York
$10.3M +$7.22M +254,012 +297%
HCA
3
Heck Capital Advisors
Wisconsin
$8.57M -$102K -3,591 -1%
William Blair & Company
4
William Blair & Company
Illinois
$6.29M -$205K -7,197 -3%
HWM
5
HFG Wealth Management
Texas
$6.25M +$5.84M +205,612 New
LIWM
6
Long Island Wealth Management
New York
$5.87M +$5.49M +193,206 New
GSIS
7
Global Strategic Investment Solutions
Arizona
$5.69M -$4.25M -149,659 -44%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.5M -$237K -8,336 -4%
AF
9
Advisornet Financial
Minnesota
$4.04M -$274K -9,652 -7%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$2.92M -$250K -8,788 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.8M +$528K +18,580 +25%
IFG
12
Independent Financial Group
California
$2.02M -$4.09K -144 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.94M -$1.42M -49,869 -44%
MPCL
14
My Personal CFO LLC
Washington
$1.83M -$28.4K -1,000 -2%
AIA
15
Alera Investment Advisors
Illinois
$1.8M +$55.4K +1,950 +3%
CA
16
Corrado Advisors
New Jersey
$1.64M -$100K -3,524 -6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$327K +11,500 +28%
MIM
18
Macroview Investment Management
Maryland
$1.47M -$68K -2,394 -5%
W
19
WPWealth
Texas
$1.38M +$1.29M +45,232 New
IA
20
IFP Advisors
Florida
$1.23M -$26.7K -940 -2%
DFA
21
DHJJ Financial Advisors
Illinois
$1.12M -$43.1K -1,518 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.12M -$961K -33,823 -48%
CAN
23
Cetera Advisor Networks
California
$1.04M -$90.4K -3,181 -9%
LF
24
Lantz Financial
Illinois
$1.02M -$9.97K -351 -1%
CWS
25
Cypress Wealth Services
California
$989K

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.