Innovator US Equity Power Buffer ETF January
PJAN
72 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more funds holding
Funds holding: 58 → 72 (+14)
16.65% more ownership
Funds ownership: 48.84% → 65.49% (+17%)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
1% less capital invested
Capital invested by funds: $145M → $144M (-$896K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.14M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.88M |
| 3 |
CG
Caprock Group
Boise,
Idaho
|
+$1.37M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.16M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$928K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$10.8M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$7.74M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.43M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.15M |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$4.22M |
PJAN Hedge Fund Activity: Q4 2020 in Review
72 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q4 2020, worth a combined $144M — down 0.62% from $145M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PJAN positions and 12 closed out — a net gain of 17 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $2.14M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $10.8M sold.
- 72 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q4 2020, up from 58 in Q3 2020.
- Funds reported $144M of Innovator US Equity Power Buffer ETF January stock for Q4 2020, down 0.62% quarter-over-quarter.
- 29 funds opened new Innovator US Equity Power Buffer ETF January positions in Q4 2020 and 12 closed out, a net change of +17 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q4 2020 was AE Wealth Management, an estimated $2.14M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q4 2020 was Brinker Capital Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2020.