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Innovator Growth-100 Power Buffer ETF January

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: 5463 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Compass Advisory Group
New York
$212K
PWA
52
Pillar Wealth Advisors
Pennsylvania
$211K
ORG
53
Optimist Retirement Group
Washington
$209K +$206K +5,012 New
HI
54
Harbour Investments
Wisconsin
$126K -$5.23K -127 -4%
GTAM
55
Global Trust Asset Management
Florida
$121K
PS
56
Principal Securities
Iowa
$106K +$105K +2,539 New
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$76.5K
CAL
58
Capital Analysts LLC
Pennsylvania
$64K +$63.3K +1,537 New
SPIA
59
Steward Partners Investment Advisory
New York
$26.6K -$3.29K -80 -11%
Morgan Stanley
60
Morgan Stanley
New York
$18.3K +$9.06K +220 +100%
US Bancorp
61
US Bancorp
Minnesota
$18.1K
CFD
62
Creative Financial Designs
Indiana
$12.5K
NS
63
NBC Securities
Alabama
$5K +$5.31K +129 New
SCA
64
Snowden Capital Advisors
New York
-$595K -14,672 Closed
OMC
65
Old Mission Capital
Illinois
-$568K -13,987 Closed
BCM
66
Brookstone Capital Management
Illinois
-$345K -8,466 Closed
AAS
67
Avantax Advisory Services
Texas
-$338K -8,334 Closed
LEFP
68
Leading Edge Financial Planning
Tennessee
-$297K -7,328 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$218K -5,383 Closed
UBS Group
70
UBS Group
Switzerland
-$68.3K -1,684 Closed

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.