Innovator US Equity Power Buffer ETF January
PJAN
58 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF January in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
4% more funds holding
Funds holding: 56 → 58 (+2)
0% less capital invested
Capital invested by funds: $146M → $145M (-$667K)
12.75% less ownership
Funds ownership: 61.59% → 48.84% (-13%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$10.8M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.35M |
| 4 |
FFG
Frisch Financial Group
Melville,
New York
|
+$4.27M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$20.2M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$13.6M |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$3.93M |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$3.33M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.79M |
PJAN Hedge Fund Activity: Q3 2020 in Review
58 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q3 2020, worth a combined $145M — down 0.46% from $146M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PJAN positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Soltis Investment Advisors, adding an estimated $10.8M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $20.2M sold.
- 58 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q3 2020, up from 56 in Q2 2020.
- Funds reported $145M of Innovator US Equity Power Buffer ETF January stock for Q3 2020, down 0.46% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Power Buffer ETF January positions in Q3 2020 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q3 2020 was Soltis Investment Advisors, an estimated $10.8M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q3 2020 was Personal CFO Solutions, an estimated $20.2M sold.
Based on aggregated 13F filings for Q3 2020.