Innovator US Equity Ultra Buffer ETF January
UJAN
29 hedge funds and large institutions have $50.9M invested in Innovator US Equity Ultra Buffer ETF January in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
2,100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 1
222% more funds holding
Funds holding: 9 → 29 (+20)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more capital invested
Capital invested by funds: $27.6M → $50.9M (+$23.3M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25.8% less ownership
Funds ownership: 70.18% → 44.38% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$8.75M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$5.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.94M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.84M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$5.78M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$385K |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$18.5K |
UJAN Hedge Fund Activity: Q1 2020 in Review
29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2020, worth a combined $50.9M — up 85% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UJAN positions and 1 closed out — a net gain of 21 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $8.75M. The largest seller was Maltin Wealth Management, cutting an estimated $5.78M.
- 29 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2020, up from 9 in Q4 2019.
- Funds reported $50.9M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2020, up 85% quarter-over-quarter.
- 22 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2020 and 1 closed out, a net change of +21 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2020 was Citadel Advisors, an estimated $8.75M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2020 was Maltin Wealth Management, an estimated $5.78M sold.
Based on aggregated 13F filings for Q1 2020.