Innovator US Equity Power Buffer ETF January
PJAN
152 hedge funds and large institutions have $455M invested in Innovator US Equity Power Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 76 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $427M → $455M (+$27.5M)
1.46% more ownership
Funds ownership: 65.76% → 67.21% (+1.5%)
1% more funds holding
Funds holding: 151 → 152 (+1)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
62% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 76
Top Buyers
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$8.56M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.74M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.46M |
Top Sellers
| 1 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$7.15M |
| 2 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$4.89M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$4.23M |
| 4 |
CHC
City Holding Co
Charleston,
West Virginia
|
-$3.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFG
151
JDM Financial Group
Austin,
Texas
| $16.7K | +$474 | +14 | +3% |
|
152
William Blair & Company
Chicago,
Illinois
| $13.1K | +$12.6K | +372 | New |
|
|
MW
153
MBL Wealth
Charlotte,
North Carolina
| – | -$7.15M | -215,357 | Closed |
|
|
AAS
154
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.23M | -126,324 | Closed |
|
|
RJA
155
Raymond James & Associates
St Petersburg,
Florida
| – | -$584K | -17,595 | Closed |
|
|
AWAP
156
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| – | -$369K | -11,100 | Closed |
|
|
MHS
157
M Holdings Securities
Portland,
Oregon
| – | -$361K | -10,865 | Closed |
|
|
JGCM
158
Joseph Group Capital Management
Columbus,
Ohio
| – | -$18.1K | -545 | Closed |
|
159
Wells Fargo
San Francisco,
California
| – | -$6.48K | -195 | Closed |
|
|
ST
160
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$5.25K | -158 | Closed |
|
161
Fidelity Investments
Boston,
Massachusetts
| – | -$33 | -1 | Closed |
|
PJAN Hedge Fund Activity: Q2 2023 in Review
152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q2 2023, worth a combined $455M — up 6.4% from $427M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PJAN positions and 9 closed out — a net gain of 2 holders — while 29 added to existing stakes and 76 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $8.56M. The largest seller was MBL Wealth, exiting entirely with an estimated $7.15M sold.
- 152 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q2 2023, up from 151 in Q1 2023.
- Funds reported $455M of Innovator US Equity Power Buffer ETF January stock for Q2 2023, up 6.4% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Power Buffer ETF January positions in Q2 2023 and 9 closed out, a net change of +2 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q2 2023 was Allworth Financial, an estimated $8.56M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q2 2023 was MBL Wealth, an estimated $7.15M sold.
Based on aggregated 13F filings for Q2 2023.