Innovator US Equity Power Buffer ETF January
PJAN
145 hedge funds and large institutions have $408M invested in Innovator US Equity Power Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 69 reducing their positions, and 15 closing their positions.
1.94% more ownership
Funds ownership: 67.21% → 69.16% (+1.9%)
5% less funds holding
Funds holding: 152 → 145 (-7)
10% less capital invested
Capital invested by funds: $455M → $408M (-$47.1M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
58% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.01M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.88M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.38M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.61M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$11M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$8.91M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.88M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.1M |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$3.48M |
PJAN Hedge Fund Activity: Q3 2023 in Review
145 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q3 2023, worth a combined $408M — down 10% from $455M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PJAN and 9 opened new positions — a net loss of 6 holders — while 69 trimmed existing stakes and 29 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.01M. The largest seller was Compass Advisory Group, cutting an estimated $11M.
- 145 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q3 2023, down from 152 in Q2 2023.
- Funds reported $408M of Innovator US Equity Power Buffer ETF January stock for Q3 2023, down 10% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Power Buffer ETF January positions in Q3 2023 and 15 closed out, a net change of -6 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.01M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q3 2023 was Compass Advisory Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2023.