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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
NA
1
NewEdge Advisors
Louisiana
$18.7M +$10.7M +259,916 +143%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.75M -$1.29M -31,230 -22%
MCM
3
MAI Capital Management
Ohio
$3.48M +$3.44M +83,527 New
RGF
4
Retirement Guys Formula
Ohio
$2.37M -$354K -8,593 -13%
DI
5
Diligent Investors
California
$1.85M -$41.2K -1,000 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.82M +$504K +12,239 +39%
KAS
7
Kestra Advisory Services
Texas
$1.66M +$792K +19,235 +93%
MPCL
8
My Personal CFO LLC
Washington
$1.63M
DFA
9
DHJJ Financial Advisors
Illinois
$1.38M -$263K -6,380 -16%
CWG
10
Crown Wealth Group
North Carolina
$1.26M +$1.25M +30,300 New
SS
11
Sunbelt Securities
Texas
$1.17M -$81.3K -1,975 -7%
AWM
12
AE Wealth Management
Kansas
$1.17M +$1.13M +27,422 New
Truist Financial
13
Truist Financial
North Carolina
$1.14M +$700K +17,002 +165%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$895K -$67.5K -1,640 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$884K +$479K +11,631 +122%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$848K +$284K +6,900 +51%
CAN
17
Cetera Advisor Networks
California
$822K -$159K -3,864 -16%
LPL Financial
18
LPL Financial
California
$812K +$802K +19,489 New
SWM
19
Sugarloaf Wealth Management
Georgia
$739K +$113K +2,750 +18%
CA
20
CoreCap Advisors
Michigan
$730K +$10.4K +252 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$664K -$74.8K -1,816 -10%
LNC
22
Lincoln National Corp
Pennsylvania
$604K
Citadel Advisors
23
Citadel Advisors
Florida
$588K +$358K +8,687 +161%
PA
24
PFG Advisors
Arizona
$558K +$551K +13,393 New
CF
25
Centaurus Financial
California
$552K -$21.4K -520 -4%

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.