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Innovator Growth-100 Power Buffer ETF January

46 hedge funds and large institutions have $26M invested in Innovator Growth-100 Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 4746 (-1)

3.53% less ownership

Funds ownership: 40.13%36.61% (-3.5%)

25% less capital invested

Capital invested by funds: $34.6M → $26M (-$8.53M)

74% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 19

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$360K -$822K -23,204 -69%
CWM
27
Collaborative Wealth Management
Florida
$316K
CAG
28
Compass Advisory Group
New York
$305K +$303K +8,557 New
CAN
29
Cetera Advisor Networks
California
$303K +$13.8K +390 +5%
CFS
30
CRA Financial Services
New Jersey
$291K -$56.8K -1,603 -16%
LEFP
31
Leading Edge Financial Planning
Tennessee
$280K +$288K +8,113 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$258K
MSFS
33
Main Street Financial Solutions
Pennsylvania
$245K
HighTower Advisors
34
HighTower Advisors
Illinois
$201K +$206K +5,825 New
HI
35
Harbour Investments
Wisconsin
$192K
Morgan Stanley
36
Morgan Stanley
New York
$103K -$22.3K -630 -17%
GTAM
37
Global Trust Asset Management
Florida
$68.9K
SIS
38
Sound Income Strategies
Florida
$26.5K
SWA
39
Sutton Wealth Advisors
Florida
$17.2K -$922 -26 -5%
SWM
40
Spire Wealth Management
Virginia
$17K +$17.2K +486 New
US Bancorp
41
US Bancorp
Minnesota
$14.9K
IF
42
Integrity Financial
Wyoming
$4.14K
HWMA
43
Heritage Wealth Management (Arizona)
Arizona
$3.72K +$1.91K +54 +100%
CA
44
Corrado Advisors
New Jersey
$2.58K -$950K -26,808 -100%
BAM
45
Belpointe Asset Management
Nevada
$2.48K +$2.55K +72 New
Wells Fargo
46
Wells Fargo
California
$689 +$709 +20 New
OMC
47
Old Mission Capital
Illinois
-$3.12M -90,473 Closed
SB
48
Strategic Blueprint
Georgia
-$1.85M -53,662 Closed
PWA
49
Pillar Wealth Advisors
Pennsylvania
-$897K -26,035 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$744K -21,614 Closed

NJAN Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF January (NJAN) for Q4 2022, worth a combined $26M — down 25% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NJAN and 11 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 5 added.

The largest buyer was RFG Advisory, opening a new position worth an estimated $1.82M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.12M sold.

  • 46 institutional investors held Innovator Growth-100 Power Buffer ETF January (NJAN) as of Q4 2022, down from 47 in Q3 2022.
  • Funds reported $26M of Innovator Growth-100 Power Buffer ETF January stock for Q4 2022, down 25% quarter-over-quarter.
  • 11 funds opened new Innovator Growth-100 Power Buffer ETF January positions in Q4 2022 and 12 closed out, a net change of -1 holder.
  • The largest Innovator Growth-100 Power Buffer ETF January buyer in Q4 2022 was RFG Advisory, an estimated $1.82M added.
  • The largest Innovator Growth-100 Power Buffer ETF January seller in Q4 2022 was Old Mission Capital, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2022.