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Innovator Growth-100 Power Buffer ETF January

49 hedge funds and large institutions have $45.7M invested in Innovator Growth-100 Power Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 5049 (-1)

2.49% less ownership

Funds ownership: 41.46%38.97% (-2.5%)

7% less capital invested

Capital invested by funds: $49.3M → $45.7M (-$3.6M)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.2M -$978K -24,627 -11%
ACM
2
Avalon Capital Management
California
$4.11M -$108K -2,730 -3%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$4.05M -$38.2K -961 -1%
CA
4
Cambridge Advisors
Nebraska
$2.88M -$379K -9,550 -12%
Citadel Advisors
5
Citadel Advisors
Florida
$2.36M +$88.6K +2,231 +4%
CAN
6
Cetera Advisor Networks
California
$2.28M +$121K +3,057 +6%
SI
7
Stephens Inc
Arkansas
$2.13M +$475K +11,946 +29%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.7M
DFA
9
DHJJ Financial Advisors
Illinois
$1.54M +$25.7K +648 +2%
MWM
10
Maltin Wealth Management
New Jersey
$1.36M +$1.33M +33,366 New
CA
11
Corrado Advisors
New Jersey
$1.28M -$40.2K -1,012 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.16M +$82.6K +2,080 +8%
SB
13
Strategic Blueprint
Georgia
$1.11M +$445K +11,194 +69%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.11M -$35.8K -901 -3%
OMC
15
Old Mission Capital
Illinois
$962K +$342K +8,603 +57%
IA
16
IFP Advisors
Florida
$767K +$4.69K +118 +0.6%
AWA
17
Arkadios Wealth Advisors
Georgia
$710K +$5.96K +150 +0.9%
MHS
18
M Holdings Securities
Oregon
$650K
KAS
19
Kestra Advisory Services
Texas
$596K +$62.4K +1,571 +12%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$552K +$31.8K +800 +6%
FFG
21
Frisch Financial Group
New York
$513K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$487K -$123K -3,094 -20%
Truist Financial
23
Truist Financial
North Carolina
$474K
SS
24
Sunbelt Securities
Texas
$445K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$418K -$49.7K -1,250 -11%

NJAN Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF January (NJAN) for Q2 2021, worth a combined $45.7M — down 7.3% from $49.3M a quarter earlier.

Fund positioning in NJAN was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 11 trimmed.

The largest buyer was Maltin Wealth Management, opening a new position worth an estimated $1.33M. The largest seller was Tradition Wealth Management, cutting an estimated $5.94M.

  • 49 institutional investors held Innovator Growth-100 Power Buffer ETF January (NJAN) as of Q2 2021, down from 50 in Q1 2021.
  • Funds reported $45.7M of Innovator Growth-100 Power Buffer ETF January stock for Q2 2021, down 7.3% quarter-over-quarter.
  • 5 funds opened new Innovator Growth-100 Power Buffer ETF January positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Innovator Growth-100 Power Buffer ETF January buyer in Q2 2021 was Maltin Wealth Management, an estimated $1.33M added.
  • The largest Innovator Growth-100 Power Buffer ETF January seller in Q2 2021 was Tradition Wealth Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2021.