Innovator US Equity Power Buffer ETF January
PJAN
151 hedge funds and large institutions have $449M invested in Innovator US Equity Power Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 16 closing their positions.
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
123% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 31
21% more capital invested
Capital invested by funds: $372M → $449M (+$76.6M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more funds holding
Funds holding: 131 → 151 (+20)
31.01% less ownership
Funds ownership: 96.77% → 65.76% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$7.09M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$6.99M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.89M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.77M |
| 5 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$6.14M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.22M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.16M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.79M |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$1.25M |
PJAN Hedge Fund Activity: Q1 2023 in Review
151 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q1 2023, worth a combined $449M — up 21% from $372M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new PJAN positions and 16 closed out — a net gain of 22 holders — while 69 added to existing stakes and 31 trimmed.
The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $7.09M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $6.14M sold.
- 151 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q1 2023, up from 131 in Q4 2022.
- Funds reported $449M of Innovator US Equity Power Buffer ETF January stock for Q1 2023, up 21% quarter-over-quarter.
- 38 funds opened new Innovator US Equity Power Buffer ETF January positions in Q1 2023 and 16 closed out, a net change of +22 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $7.09M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q1 2023 was Personal CFO Solutions, an estimated $6.14M sold.
Based on aggregated 13F filings for Q1 2023.