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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

88 hedge funds and large institutions have $1.16B invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
14
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$14.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.98M
3
Jane Street
3
Jane Street
New York
$805K
4
CA
4
Cetera Advisors
Colorado
$1.47M
5
W
5
Wealthquest
Ohio
$5.68M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.04B
2
SIA
2
Soltis Investment Advisors
Utah
$2.17M
3
CAG
3
Compass Advisory Group
New York
$1.48M
4
RA
4
RFG Advisory
Alabama
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.09M 36,792 +1,712 +5%
RFG
27
Range Financial Group
Oregon
$1.08M 36,408 -10,232 -22%
SAS
28
SMI Advisory Services
Indiana
$990K 33,916 – –
PWA
29
Pillar Wealth Advisors
Pennsylvania
$818K 27,549 -1,631 -6%
SAG
30
SageView Advisory Group
California
$818K 27,540 +27,540 New
Jane Street
31
Jane Street
New York
$805K 27,095 +27,095 New
DIA
32
Dana Investment Advisors
Wisconsin
$708K 23,841 -444 -2%
KWM
33
KFG Wealth Management
Indiana
$616K 20,723 +20,723 New
AWS
34
Atria Wealth Solutions
New York
$601K 20,235 -17,661 -47%
SWM
35
Spire Wealth Management
Virginia
$599K 20,162 – –
SEP
36
Southland Equity Partners
Missouri
$589K 19,824 – –
RJA
37
Raymond James & Associates
Florida
$582K 19,590 – –
CPIG
38
Chicago Partners Investment Group
Illinois
$570K 18,358 – –
MWM
39
Maltin Wealth Management
New Jersey
$509K 17,145 +465 +3%
WIA
40
World Investment Advisors
California
$491K 16,520 +220 +1%
LPL Financial
41
LPL Financial
California
$481K 16,180 -3,500 -18%
JSL
42
JT Stratford LLC
Georgia
$468K 15,765 – –
WKSWA
43
White Knight Strategic Wealth Advisors
New Jersey
$465K 15,650 -1,838 -11%
OIA
44
OneDigital Investment Advisors
Kansas
$447K 15,044 +15,044 New
TWM
45
TriaGen Wealth Management
California
$433K 14,566 +614 +4%
MCC
46
Money Concepts Capital
Florida
$428K 14,406 +10,271 +248%
DI
47
Diligent Investors
California
$413K 13,890 – –
AFP
48
Ausdal Financial Partners
Iowa
$397K 13,376 +13,376 New
OCM
49
Orion Capital Management
California
$394K 13,265 -800 -6%
SCA
50
Southern Capital Advisors
Tennessee
$380K 12,804 -123 -1%
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