Innovator US Equity Power Buffer ETF January
PJAN
169 hedge funds and large institutions have $524M invested in Innovator US Equity Power Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
28% more capital invested
Capital invested by funds: $408M → $524M (+$116M)
17% more funds holding
Funds holding: 145 → 169 (+24)
14.93% more ownership
Funds ownership: 69.16% → 84.09% (+15%)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$13M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$8.36M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.35M |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
Gill Capital Partners
Denver,
Colorado
|
-$3.85M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.26M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.24M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.69M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.62M |
PJAN Hedge Fund Activity: Q4 2023 in Review
169 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q4 2023, worth a combined $524M — up 28% from $408M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PJAN positions and 13 closed out — a net gain of 26 holders — while 48 added to existing stakes and 57 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $13M. The largest seller was Gill Capital Partners, cutting an estimated $3.85M.
- 169 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q4 2023, up from 145 in Q3 2023.
- Funds reported $524M of Innovator US Equity Power Buffer ETF January stock for Q4 2023, up 28% quarter-over-quarter.
- 39 funds opened new Innovator US Equity Power Buffer ETF January positions in Q4 2023 and 13 closed out, a net change of +26 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q4 2023 was AllianceBernstein, an estimated $13M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q4 2023 was Gill Capital Partners, an estimated $3.85M sold.
Based on aggregated 13F filings for Q4 2023.