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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

47 hedge funds and large institutions have $46.4M invested in Innovator US Equity Ultra Buffer ETF January in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
6
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.53M
2
W
2
Wealthquest
Ohio
$4.8M
3
OMC
3
Old Mission Capital
Illinois
$714K
4
LPL Financial
4
LPL Financial
California
$612K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$305K

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
SIA
2
Soltis Investment Advisors
Utah
$915K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.07M
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$845K
5
FA
5
Fermata Advisors
California
$637K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$478K +$105K +3,406 +28%
DFA
27
DHJJ Financial Advisors
Illinois
$440K -$33.2K -1,070 -7%
VA
28
Valmark Advisers
Ohio
$383K – – –
XF
29
XML Financial
Maryland
$312K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$305K +$305K +9,842 New
DC
31
Davenport & Co
Virginia
$295K – – –
MSFS
32
Main Street Financial Solutions
Pennsylvania
$273K – – –
AAP
33
Arax Advisory Partners
Colorado
$270K +$270K +8,729 New
IA
34
IFP Advisors
Florida
$265K -$16.2K -523 -6%
SWM
35
Spire Wealth Management
Virginia
$228K – – –
BTWM
36
Baker Tilly Wealth Management
Wisconsin
$203K +$203K +6,570 New
ACM
37
Anfield Capital Management
California
$114K +$114K +3,670 New
OCM
38
Orion Capital Management
California
$107K – – –
Morgan Stanley
39
Morgan Stanley
New York
$85K – – –
CFA
40
Carroll Financial Associates
North Carolina
$54K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
SCA
42
Stonebridge Capital Advisors
Minnesota
$15K – – –
IFAM
43
Institutional & Family Asset Management
Colorado
$15K +$15K +486 New
BWM
44
Baystate Wealth Management
Massachusetts
$13K +$13K +406 New
TWM
45
Tradition Wealth Management
Minnesota
$11K +$11K +370 New
UBS Group
46
UBS Group
Switzerland
$2K -$47.1K -1,554 -96%
AA
47
Advisory Alpha
Michigan
– -$3.31M -108,967 Closed
Jane Street
48
Jane Street
New York
– -$540K -17,794 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– -$429K -14,130 Closed
AW
50
ACG Wealth
Georgia
– -$334K -11,000 Closed
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