UJAN icon

Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

45 hedge funds and large institutions have $49.6M invested in Innovator US Equity Ultra Buffer ETF January in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$3.31M
2
DLHL
2
Donald L. Hagan LLC
Florida
$3.07M
3
SB
3
Strategic Blueprint
Georgia
$1.67M
4
W
4
Wealthquest
Ohio
$2.51M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.63M

Top Sellers

1
MWM
1
Maltin Wealth Management
New Jersey
$5.61M
2
TWM
2
Tradition Wealth Management
Minnesota
$0
3
SIA
3
Soltis Investment Advisors
Utah
$3.25M
4
KAS
4
Kestra Advisory Services
Texas
$223K
5
SHWM
5
Silicon Hills Wealth Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$438K 14,445 +4,286 +42%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$429K 14,130 +5,674 +67%
VA
28
Valmark Advisers
Ohio
$376K 12,370 +12,370 New
KCM
29
Kathmere Capital Management
Pennsylvania
$365K 12,033 +12,033 New
AW
30
ACG Wealth
Georgia
$334K 11,000 +11,000 New
XF
31
XML Financial
Maryland
$306K 10,073 – –
PI
32
Parkside Investments
Illinois
$303K 10,000 – –
DC
33
Davenport & Co
Virginia
$289K 9,511 -1,245 -12%
IA
34
IFP Advisors
Florida
$279K 9,081 +6,357 +233%
MSFS
35
Main Street Financial Solutions
Pennsylvania
$267K 8,800 – –
SWM
36
Spire Wealth Management
Virginia
$224K 7,369 +7,369 New
KAS
37
Kestra Advisory Services
Texas
$223K 7,354 -20,600 -74%
OCM
38
Orion Capital Management
California
$105K 3,461 +2,485 +255%
Morgan Stanley
39
Morgan Stanley
New York
$83K 2,750 – –
VFA
40
Valeo Financial Advisors
Indiana
$56K 1,836 – –
CFA
41
Carroll Financial Associates
North Carolina
$53K 1,750 – –
UBS Group
42
UBS Group
Switzerland
$49K 1,620 +280 +21%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$32K 1,067 +1,067 New
AIC
44
Ameritas Investment Company
Nebraska
$27.1K 892 +892 New
SCA
45
Stonebridge Capital Advisors
Minnesota
$15K 504 +504 New
TWM
46
Tradition Wealth Management
Minnesota
– – -167,229 Closed
SHWM
47
Silicon Hills Wealth Management
Texas
– – -7,447 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– – -2,000 Closed
IFAM
49
Institutional & Family Asset Management
Colorado
– – -1,635 Closed
CIAS
50
Capital Investment Advisory Services
North Carolina
– – -1,200 Closed
1
2
3