Innovator US Equity Power Buffer ETF January
PJAN
131 hedge funds and large institutions have $372M invested in Innovator US Equity Power Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
32.73% more ownership
Funds ownership: 64.04% → 96.77% (+33%)
22% more capital invested
Capital invested by funds: $305M → $372M (+$67.4M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 124 → 131 (+7)
23% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$78.5M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$10.7M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$5.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.76M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$24.2M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$22.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.3M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$6.37M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.06M |
PJAN Hedge Fund Activity: Q4 2022 in Review
131 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q4 2022, worth a combined $372M — up 22% from $305M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PJAN positions and 13 closed out — a net gain of 11 holders — while 37 added to existing stakes and 48 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $78.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $24.2M.
- 131 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q4 2022, up from 124 in Q3 2022.
- Funds reported $372M of Innovator US Equity Power Buffer ETF January stock for Q4 2022, up 22% quarter-over-quarter.
- 24 funds opened new Innovator US Equity Power Buffer ETF January positions in Q4 2022 and 13 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q4 2022 was AllianceBernstein, an estimated $78.5M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q4 2022 was Janney Montgomery Scott, an estimated $24.2M sold.
Based on aggregated 13F filings for Q4 2022.