Innovator Growth-100 Power Buffer ETF January
NJAN
53 hedge funds and large institutions have $51M invested in Innovator Growth-100 Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
23.61% more ownership
Funds ownership: 41.29% → 64.9% (+24%)
17% more capital invested
Capital invested by funds: $43.4M → $51M (+$7.58M)
15% more funds holding
Funds holding: 46 → 53 (+7)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$5.1M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$4.48M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$961K |
| 4 |
Goldman Sachs
New York
|
+$612K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$3.02M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$1.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$870K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$652K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
Sutton Wealth Advisors
Tampa,
Florida
| $18.4K | +$18.2K | +433 | New |
|
|
SWM
52
Sugarloaf Wealth Management
Duluth,
Georgia
| $17K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$2.73K | +65 | New |
|
|
MWM
54
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$1.32M | -32,126 | Closed |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$652K | -15,849 | Closed |
|
56
Jane Street
New York
| – | -$488K | -11,848 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$329K | -7,988 | Closed |
|
58
UBS Group
Zurich,
Switzerland
| – | -$60K | -1,453 | Closed |
|
|
WCAMG
59
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$33K | -800 | Closed |
|
NJAN Hedge Fund Activity: Q4 2021 in Review
53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF January (NJAN) for Q4 2021, worth a combined $51M — up 17% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NJAN positions and 6 closed out — a net gain of 7 holders — while 8 added to existing stakes and 17 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $5.1M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $3.02M.
- 53 institutional investors held Innovator Growth-100 Power Buffer ETF January (NJAN) as of Q4 2021, up from 46 in Q3 2021.
- Funds reported $51M of Innovator Growth-100 Power Buffer ETF January stock for Q4 2021, up 17% quarter-over-quarter.
- 13 funds opened new Innovator Growth-100 Power Buffer ETF January positions in Q4 2021 and 6 closed out, a net change of +7 holders.
- The largest Innovator Growth-100 Power Buffer ETF January buyer in Q4 2021 was Personal CFO Solutions, an estimated $5.1M added.
- The largest Innovator Growth-100 Power Buffer ETF January seller in Q4 2021 was Valtinson Bruner Financial Planning, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2021.