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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fermata Advisors
California
$18M
2
BCM
2
Brookstone Capital Management
Illinois
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
MOS
4
MGO One Seven
Ohio
$5.64M
5
TWM
5
Tradition Wealth Management
Minnesota
$3.92M

Top Sellers

1
CF
1
Centaurus Financial
California
$0
2
CA
2
Continuum Advisory
Idaho
$315K
3
TC
3
TownSquare Capital
Utah
$0
4
SB
4
Strategic Blueprint
Georgia
$5.96M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.09M 30,268 +16,021 +112%
AWA
27
Arete Wealth Advisors
Illinois
$1.05M 29,038 -122 -0.4%
AWM
28
Accurate Wealth Management
Florida
$1.02M 28,974 +2,054 +8%
MML Investors Services
29
MML Investors Services
Massachusetts
$1M 27,804 +21,580 +347%
DIM
30
Delta Investment Management
California
$947K 26,226 +12,672 +93%
Jane Street
31
Jane Street
New York
$894K 24,761 +24,761 New
CAG
32
Compass Advisory Group
New York
$837K 23,176 -3,447 -13%
NFG
33
Nations Financial Group
Iowa
$784K 21,726 +21,726 New
MWM
34
Maltin Wealth Management
New Jersey
$724K 20,063 – –
SEP
35
Southland Equity Partners
Missouri
$675K 18,695 – –
OMC
36
Old Mission Capital
Illinois
$661K 18,319 +18,319 New
CPIG
37
Chicago Partners Investment Group
Illinois
$624K 17,508 – –
KAS
38
Kestra Advisory Services
Texas
$622K 17,234 +17,234 New
RA
39
RFG Advisory
Alabama
$619K 17,152 +17,152 New
MCC
40
Money Concepts Capital
Florida
$598K 16,555 -340 -2%
JSL
41
JT Stratford LLC
Georgia
$552K 15,295 -470 -3%
DI
42
Diligent Investors
California
$501K 13,890 – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$489K 13,551 +486 +4%
CCAL
44
City Center Advisors LLC
Michigan
$481K 13,324 +13,324 New
IA
45
IFP Advisors
Florida
$462K 12,786 +3,727 +41%
HI
46
Harbour Investments
Wisconsin
$433K 11,997 +3,310 +38%
VA
47
Valmark Advisers
Ohio
$423K 11,720 – –
DLHL
48
Donald L. Hagan LLC
Florida
$389K 10,787 – –
CAN
49
Cetera Advisor Networks
California
$373K 10,322 -944 -8%
XF
50
XML Financial
Maryland
$360K 9,971 -487 -5%
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