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Innovator US Equity Power Buffer ETF January
PJAN

215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 71.6% → 70.77% (-0.83%)

2% less funds holding

Funds holding: 220 → 215 (-5)

12% less capital invested

Capital invested by funds: $811M → $709M (-$101M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

62% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 95

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
36
Reduced
95
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$5.24M
2
GIA
Gladstone Institutional Advisory
Florida
+$3.55M
3
PCM
Penserra Capital Management
California
+$2.17M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.04M
5
UBS Group
UBS Group
Switzerland
+$1.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.9M
2
BCM
Brookstone Capital Management
Illinois
-$16.2M
3
TW
Transform Wealth
Colorado
-$15.7M
4
AI
Atria Investments
North Carolina
-$9.28M
5
Mariner
Mariner
Kansas
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
226
Frisch Financial Group
New York
– -$476K -11,838 Closed
Cerity Partners
227
Cerity Partners
New York
– -$412K -10,231 Closed
MCM
228
Mitchell Capital Management
Kansas
– -$404K -10,043 Closed
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
– -$395K -9,828 Closed
PCA
230
Prosperity Capital Advisors
Ohio
– -$358K -8,887 Closed
BIM
231
Bullseye Investment Management
Ohio
– -$342K -8,460 Closed
PWA
232
Pillar Wealth Advisors
Pennsylvania
– -$306K -7,600 Closed
FA
233
Fountainhead AM
New Jersey
– -$252K -6,256 Closed
Royal Bank of Canada
234
Royal Bank of Canada
Ontario, Canada
– -$185K -4,599 Closed
TWP
235
Triad Wealth Partners
Kansas
– -$88.6K -2,202 Closed
AssetMark Inc
236
AssetMark Inc
California
– -$32.2K -800 Closed
MWM
237
Mascoma Wealth Management
New Hampshire
– -$2.25K -56 Closed
6 7 8 9
10