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Innovator US Equity Power Buffer ETF January
PJAN

21 hedge funds and large institutions have $39.5M invested in Innovator US Equity Power Buffer ETF January in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $31.6M → $39.5M (+$7.86M)

24% more funds holding

Funds holding: 17 → 21 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.21% less ownership

Funds ownership: 48.36% → 45.15% (-3.2%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.89M
2
DP
Denver PWM
Colorado
+$1.62M
3
RIA
Regal Investment Advisors
Michigan
+$1.23M
4
FI
FormulaFolio Investments
Michigan
+$1.23M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$916K

Top Sellers

1
AG
Advisor Group
Arizona
-$737K
2
AAP
Arax Advisory Partners
Colorado
-$712K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$666K
4
Jane Street
Jane Street
New York
-$560K
5
Citadel Advisors
Citadel Advisors
Florida
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1
Advisor Group
Arizona
$13.9M -$737K -26,180 -5%
WCG
2
Weaver Consulting Group
California
$4.06M -$144K -5,131 -3%
CAN
3
Cetera Advisor Networks
California
$3.66M -$130K -4,630 -3%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$3.25M +$689K +24,473 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.91M +$2.89M +102,554 New
NF
6
Nikulski Financial
Iowa
$2.33M +$236K +8,380 +11%
DP
7
Denver PWM
Colorado
$1.64M +$1.62M +57,582 New
RIA
8
Regal Investment Advisors
Michigan
$1.25M +$1.23M +43,880 New
FI
9
FormulaFolio Investments
Michigan
$1.24M +$1.23M +43,678 New
WP
10
WealthPLAN Partners
Nebraska
$1.22M +$98.8K +3,511 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.17M +$916K +32,566 +377%
LPL Financial
12
LPL Financial
California
$879K +$871K +30,963 New
EWM
13
Elmwood Wealth Management
California
$618K – – –
HighTower Advisors
14
HighTower Advisors
Illinois
$528K +$525K +18,655 New
PAG
15
Private Advisory Group
Washington
$417K +$78.6K +2,794 +23%
BFC
16
Bedel Financial Consulting
Indiana
$147K +$14.9K +529 +11%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$75K +$74.3K +2,640 New
ASN
18
Advisory Services Network
Georgia
$68K +$67.5K +2,400 New
AAP
19
Arax Advisory Partners
Colorado
$28K -$712K -25,293 -96%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$666K -23,978 Closed
Jane Street
23
Jane Street
New York
– -$560K -20,172 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$353K -12,694 Closed
UBS Group
25
UBS Group
Switzerland
– -$62K -2,227 Closed