Innovator US Equity Power Buffer ETF January
PJAN
219 hedge funds and large institutions have $911M invested in Innovator US Equity Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 6 closing their positions.
833% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 6
164% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 36
74% more capital invested
Capital invested by funds: $524M → $911M (+$387M)
30% more funds holding
Funds holding: 169 → 219 (+50)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
9.55% less ownership
Funds ownership: 84.09% → 74.54% (-9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$41.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.9M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$24.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPW
Evergreen Private Wealth
Greenwood Village,
Colorado
|
-$7M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$6.55M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.07M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$949K |
PJAN Hedge Fund Activity: Q1 2024 in Review
219 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q1 2024, worth a combined $911M — up 74% from $524M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PJAN positions and 6 closed out — a net gain of 50 holders — while 95 added to existing stakes and 36 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $41.5M. The largest seller was Evergreen Private Wealth, cutting an estimated $7M.
- 219 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q1 2024, up from 169 in Q4 2023.
- Funds reported $911M of Innovator US Equity Power Buffer ETF January stock for Q1 2024, up 74% quarter-over-quarter.
- 56 funds opened new Innovator US Equity Power Buffer ETF January positions in Q1 2024 and 6 closed out, a net change of +50 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q1 2024 was Brookstone Capital Management, an estimated $41.5M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q1 2024 was Evergreen Private Wealth, an estimated $7M sold.
Based on aggregated 13F filings for Q1 2024.