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Innovator Growth-100 Power Buffer ETF January

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.

New
Increased
Maintained
Reduced
Closed

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: 4653 (+7)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Avalon Capital Management
California
$7.68M -$80K -1,903 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.57M -$870K -20,685 -14%
PCS
3
Personal CFO Solutions
New Jersey
$5.15M +$5.1M +121,206 New
AF
4
Advisornet Financial
Minnesota
$4.53M +$4.48M +106,625 New
SB
5
Strategic Blueprint
Georgia
$2.73M +$532K +12,663 +25%
SI
6
Stephens Inc
Arkansas
$2.17M -$19.2K -457 -0.9%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.78M
DFA
8
DHJJ Financial Advisors
Illinois
$1.6M -$7.15K -170 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.3M +$91.2K +2,169 +8%
CA
10
Corrado Advisors
New Jersey
$1.29M -$20.3K -482 -2%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$1.13M -$3.02M -71,880 -73%
PWA
12
Pillar Wealth Advisors
Pennsylvania
$1.11M +$1.09M +26,035 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M +$2.61K +62 +0.2%
SS
14
Sunbelt Securities
Texas
$986K +$566K +13,457 +123%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$972K +$961K +22,865 New
AWA
16
Arkadios Wealth Advisors
Georgia
$869K +$234K +5,572 +37%
AWM
17
Axxcess Wealth Management
California
$776K +$767K +18,250 New
CA
18
Cambridge Advisors
Nebraska
$708K -$24.5K -582 -3%
OMC
19
Old Mission Capital
Illinois
$664K -$554K -13,180 -46%
Goldman Sachs
20
Goldman Sachs
New York
$619K +$612K +14,560 New
KAS
21
Kestra Advisory Services
Texas
$602K +$25.4K +605 +4%
FFG
22
Frisch Financial Group
New York
$537K
ACM
23
Arlington Capital Management
Illinois
$537K +$531K +12,627 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$509K -$58.9K -1,400 -10%
IA
25
IFP Advisors
Florida
$449K -$108K -2,581 -20%

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.