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Innovator Growth-100 Power Buffer ETF January
NJAN

63 hedge funds and large institutions have $61.2M invested in Innovator Growth-100 Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

53% more capital invested

Capital invested by funds: $40M → $61.2M (+$21.2M)

24.84% more ownership

Funds ownership: 51.88% → 76.73% (+25%)

17% more funds holding

Funds holding: 54 → 63 (+9)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$10.7M
2
MCM
MAI Capital Management
Ohio
+$3.44M
3
CWG
Crown Wealth Group
North Carolina
+$1.25M
4
AWM
AE Wealth Management
Kansas
+$1.13M
5
LPL Financial
LPL Financial
California
+$802K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
2
SCA
Snowden Capital Advisors
New York
-$595K
3
OMC
Old Mission Capital
Illinois
-$568K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$409K
5
RGF
Retirement Guys Formula
Ohio
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
26
M Holdings Securities
Oregon
$525K – – –
BMM
27
Berkshire Money Management
Massachusetts
$503K – – –
SB
28
Strategic Blueprint
Georgia
$487K -$3.87K -94 -0.8%
FA
29
FSA Advisors
Michigan
$472K +$466K +11,329 New
CWM
30
Castle Wealth Management
Florida
$462K +$457K +11,092 New
AF
31
Advisornet Financial
Minnesota
$461K +$189K +4,597 +71%
ODFS
32
O'Donnell Financial Services
California
$414K +$408K +9,921 New
IA
33
IFP Advisors
Florida
$394K +$19.1K +464 +5%
CWM
34
Collaborative Wealth Management
Florida
$382K – – –
ACM
35
Arlington Capital Management
Illinois
$373K +$6.26K +152 +2%
FA
36
Faithward Advisors
Pennsylvania
$362K +$349K +8,470 New
HighTower Advisors
37
HighTower Advisors
Illinois
$353K +$88.9K +2,160 +34%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$349K +$110K +2,662 +47%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$330K -$409K -9,923 -56%
CFS
40
CRA Financial Services
New Jersey
$322K -$45.3K -1,100 -12%
LIWM
41
Long Island Wealth Management
New York
$310K +$306K +7,434 New
FFN
42
Focus Financial Network
Minnesota
$309K +$305K +7,405 New
WIA
43
World Investment Advisors
California
$297K +$988 +24 +0.4%
CPA
44
Clear Point Advisors
New York
$289K +$286K +6,940 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$275K – – –
MSFS
46
Main Street Financial Solutions
Pennsylvania
$263K – – –
AWA
47
Arete Wealth Advisors
Illinois
$247K +$243K +5,913 New
KWS
48
Keystone Wealth Services
California
$244K – – –
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$229K -$1.03K -25 -0.5%
CA
50
Cetera Advisors
Colorado
$213K -$10.1K -245 -5%
1
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NJAN Hedge Fund Activity: Q4 2023 in Review

63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF January (NJAN) for Q4 2023, worth a combined $61.2M — up 53% from $40M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NJAN positions and 7 closed out — a net gain of 10 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $10.7M. The largest seller was Osaic Holdings, cutting an estimated $1.29M.

  • 63 institutional investors held Innovator Growth-100 Power Buffer ETF January (NJAN) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $61.2M of Innovator Growth-100 Power Buffer ETF January stock for Q4 2023, up 53% quarter-over-quarter.
  • 17 funds opened new Innovator Growth-100 Power Buffer ETF January positions in Q4 2023 and 7 closed out, a net change of +10 holders.
  • The largest Innovator Growth-100 Power Buffer ETF January buyer in Q4 2023 was NewEdge Advisors, an estimated $10.7M added.
  • The largest Innovator Growth-100 Power Buffer ETF January seller in Q4 2023 was Osaic Holdings, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2023.