Innovator US Equity Power Buffer ETF January
PJAN
215 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 95 reducing their positions, and 22 closing their positions.
0.83% less ownership
Funds ownership: 71.6% → 70.77% (-0.83%)
2% less funds holding
Funds holding: 220 → 215 (-5)
12% less capital invested
Capital invested by funds: $811M → $709M (-$101M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
62% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$5.24M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.55M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.17M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.9M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$16.2M |
| 3 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$15.7M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.28M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$9.15M |
PJAN Hedge Fund Activity: Q3 2024 in Review
215 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q3 2024, worth a combined $709M — down 12% from $811M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of PJAN and 18 opened new positions — a net loss of 4 holders — while 95 trimmed existing stakes and 36 added.
The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $5.24M. The largest seller was Envestnet Asset Management, cutting an estimated $16.9M.
- 215 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q3 2024, down from 220 in Q2 2024.
- Funds reported $709M of Innovator US Equity Power Buffer ETF January stock for Q3 2024, down 12% quarter-over-quarter.
- 18 funds opened new Innovator US Equity Power Buffer ETF January positions in Q3 2024 and 22 closed out, a net change of -4 holders.
- The largest Innovator US Equity Power Buffer ETF January buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $5.24M added.
- The largest Innovator US Equity Power Buffer ETF January seller in Q3 2024 was Envestnet Asset Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q3 2024.