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Innovator International Developed Power Buffer ETF January

89 hedge funds and large institutions have $133M invested in Innovator International Developed Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 44 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: 8589 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.34% less ownership

Funds ownership: 71.12%69.77% (-1.3%)

8% less capital invested

Capital invested by funds: $145M → $133M (-$12M)

66% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 44

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
15
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$21.2M +$215K +6,721 +1%
CAG
2
Compass Advisory Group
New York
$11.9M +$293K +9,148 +3%
HCA
3
Heck Capital Advisors
Wisconsin
$8.82M -$260K -8,115 -3%
William Blair & Company
4
William Blair & Company
Illinois
$8.41M -$331K -10,325 -4%
LIWM
5
Long Island Wealth Management
New York
$6.7M -$284K -8,852 -4%
HWM
6
HFG Wealth Management
Texas
$4.61M
AF
7
Advisornet Financial
Minnesota
$4.3M -$39.8K -1,242 -0.9%
AF
8
Allworth Financial
California
$3.89M +$3.78M +117,922 +114,487%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.83M -$452K -14,110 -11%
GSIS
10
Global Strategic Investment Solutions
Arizona
$3.78M -$1.75M -54,452 -32%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.36M -$302K -9,434 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.3M -$2.29M -71,585 -42%
SI
13
Stephens Inc
Arkansas
$3.05M -$2.02K -63 -0.1%
IFG
14
Independent Financial Group
California
$2.37M +$5.58K +174 +0.2%
LJAC
15
L.J. Altfest & Co
New York
$1.99M -$10.6M -330,528 -85%
MPCL
16
My Personal CFO LLC
Washington
$1.97M -$8.66K -270 -0.4%
CA
17
Corrado Advisors
New Jersey
$1.92M -$38.2K -1,193 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.69M -$23.2K -723 -1%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$1.63M -$421K -13,130 -21%
MIM
20
Macroview Investment Management
Maryland
$1.56M -$7.69K -240 -0.5%
W
21
WPWealth
Texas
$1.38M -$178K -5,566 -12%
DI
22
Diligent Investors
California
$1.31M -$64.8K -2,021 -5%
BEI
23
Benjamin Edwards Inc
Missouri
$1.29M +$1.26M +39,186 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$13.8K -430 -1%
CB
25
Chris Bulman
California
$1.24M -$45.5K -1,419 -4%

IJAN Hedge Fund Activity: Q3 2024 in Review

89 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF January (IJAN) for Q3 2024, worth a combined $133M — down 8.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IJAN positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 44 trimmed.

The largest buyer was Allworth Financial, adding an estimated $3.78M. The largest seller was L.J. Altfest & Co, cutting an estimated $10.6M.

  • 89 institutional investors held Innovator International Developed Power Buffer ETF January (IJAN) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $133M of Innovator International Developed Power Buffer ETF January stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 9 funds opened new Innovator International Developed Power Buffer ETF January positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest Innovator International Developed Power Buffer ETF January buyer in Q3 2024 was Allworth Financial, an estimated $3.78M added.
  • The largest Innovator International Developed Power Buffer ETF January seller in Q3 2024 was L.J. Altfest & Co, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.