Innovator US Equity Power Buffer ETF January
PJAN
95 hedge funds and large institutions have $266M invested in Innovator US Equity Power Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
56% more capital invested
Capital invested by funds: $170M → $266M (+$95.1M)
43.63% more ownership
Funds ownership: 53.92% → 97.55% (+44%)
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
10% more funds holding
Funds holding: 86 → 95 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$24M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.9M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$13.4M |
| 4 |
CHC
City Holding Co
Charleston,
West Virginia
|
+$7.98M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$6.41M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.46M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.22M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$817K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$797K |
PJAN Hedge Fund Activity: Q4 2021 in Review
95 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q4 2021, worth a combined $266M — up 56% from $170M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PJAN positions and 11 closed out — a net gain of 11 holders — while 29 added to existing stakes and 25 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $24M. The largest seller was Soltis Investment Advisors, cutting an estimated $6.41M.
- 95 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q4 2021, up from 86 in Q3 2021.
- Funds reported $266M of Innovator US Equity Power Buffer ETF January stock for Q4 2021, up 56% quarter-over-quarter.
- 22 funds opened new Innovator US Equity Power Buffer ETF January positions in Q4 2021 and 11 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q4 2021 was Personal CFO Solutions, an estimated $24M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q4 2021 was Soltis Investment Advisors, an estimated $6.41M sold.
Based on aggregated 13F filings for Q4 2021.