Innovator US Equity Power Buffer ETF January
PJAN
220 hedge funds and large institutions have $811M invested in Innovator US Equity Power Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 98 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
0% more funds holding
Funds holding: 219 → 220 (+1)
2.93% less ownership
Funds ownership: 74.54% → 71.6% (-2.9%)
11% less capital invested
Capital invested by funds: $911M → $811M (-$100M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
61% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$12.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.4M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$8.53M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.65M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$29.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$27.3M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
-$14.4M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$12.3M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.76M |
PJAN Hedge Fund Activity: Q2 2024 in Review
220 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q2 2024, worth a combined $811M — down 11% from $911M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PJAN positions and 16 closed out — a net gain of 5 holders — while 38 added to existing stakes and 98 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $12.4M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $29.7M sold.
- 220 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q2 2024, up from 219 in Q1 2024.
- Funds reported $811M of Innovator US Equity Power Buffer ETF January stock for Q2 2024, down 11% quarter-over-quarter.
- 21 funds opened new Innovator US Equity Power Buffer ETF January positions in Q2 2024 and 16 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $12.4M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q2 2024 was Lincoln National Corp, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2024.