Innovator US Equity Ultra Buffer ETF January
UJAN
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.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
15% more funds holding
Funds holding: 39 → 45 (+6)
7% more capital invested
Capital invested by funds: $46.4M → $49.6M (+$3.21M)
11.11% less ownership
Funds ownership: 52.97% → 41.86% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.27M |
| 2 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$3.03M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.65M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.53M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$5.61M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$4.99M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$2.97M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$619K |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$222K |
UJAN Hedge Fund Activity: Q1 2021 in Review
45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2021, worth a combined $49.6M — up 6.9% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UJAN positions and 6 closed out — a net gain of 7 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.27M. The largest seller was Maltin Wealth Management, cutting an estimated $5.61M.
- 45 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2021, up from 39 in Q4 2020.
- Funds reported $49.6M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2021, up 6.9% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2021 and 6 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2021 was Advisory Alpha, an estimated $3.27M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2021 was Maltin Wealth Management, an estimated $5.61M sold.
Based on aggregated 13F filings for Q1 2021.