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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

90 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+19
Holders Change %
+26.76%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.6M
2
RA
2
RFG Advisory
Alabama
$8.86M
3
W
3
Wealthquest
Ohio
$4.33M
4
CAG
4
Compass Advisory Group
New York
$6.58M
5
AWS
5
Atria Wealth Solutions
New York
$4.61M

Top Sellers

1
HCM
1
Hudson Capital Management
New Jersey
$0
2
MWM
2
Maltin Wealth Management
New Jersey
$486K
3
AA
3
Advisory Alpha
Michigan
$565K
4
TF
4
Trek Financial
Arizona
$206K
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.36M 46,600 +30,918 +197%
AWA
27
Arete Wealth Advisors
Illinois
$1.07M 36,894 +12,100 +49%
DIA
28
Dana Investment Advisors
Wisconsin
$1.05M 35,967 +4,061 +13%
SAS
29
SMI Advisory Services
Indiana
$988K 33,916 +33,916 New
PWA
30
Pillar Wealth Advisors
Pennsylvania
$850K 29,180 +29,180 New
Citadel Advisors
31
Citadel Advisors
Florida
$814K 27,949 +17,302 +163%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$785K 26,973 +26,973 New
PWM
33
Palumbo Wealth Management
New York
$783K 26,875 +26,875 New
Jane Street
34
Jane Street
New York
$730K 25,060 +25,060 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$722K 24,786 +24,786 New
SAF
36
Smith Anglin Financial
Texas
$716K 24,595 +24,595 New
MML Investors Services
37
MML Investors Services
Massachusetts
$646K 22,167 -17,420 -44%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$606K 20,800 +1,000 +5%
SWM
39
Spire Wealth Management
Virginia
$587K 20,162 +20,162 New
SEP
40
Southland Equity Partners
Missouri
$577K 19,824 – –
FA
41
Fermata Advisors
California
$573K 19,690 -7,466 -27%
LPL Financial
42
LPL Financial
California
$571K 19,616 – –
RJA
43
Raymond James & Associates
Florida
$570K 19,590 -995 -5%
AA
44
Advisory Alpha
Michigan
$565K 19,414 -35,485 -65%
CPIG
45
Chicago Partners Investment Group
Illinois
$544K 18,358 – –
WKSWA
46
White Knight Strategic Wealth Advisors
New Jersey
$520K 17,873 -3,016 -14%
PCS
47
Personal CFO Solutions
New Jersey
$505K 17,335 -4,907 -22%
OCM
48
Orion Capital Management
California
$499K 17,150 +5,289 +45%
MWM
49
Maltin Wealth Management
New Jersey
$486K 16,680 -44,227 -73%
WIA
50
World Investment Advisors
California
$484K 16,300 +16,300 New
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