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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

79 hedge funds and large institutions have $98.4M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.4M
2
RJA
2
Raymond James & Associates
Florida
$2.53M
3
FA
3
Fermata Advisors
California
$21.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$856K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.62M
2
AIC
2
Archer Investment Corporation
Indiana
$61.7K
3
SAG
3
SageView Advisory Group
California
$0
4
TWM
4
Tradition Wealth Management
Minnesota
$2.2M
5
MOS
5
MGO One Seven
Ohio
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$859K -$7.04K -185 -0.8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$856K +$856K +22,502 New
CAG
28
Compass Advisory Group
New York
$831K +$304 +8 +0%
SWM
29
Spire Wealth Management
Virginia
$782K -$248K -6,505 -24%
MWM
30
Maltin Wealth Management
New Jersey
$750K -$13.3K -350 -2%
MW
31
MBL Wealth
North Carolina
$747K -$4.95K -130 -0.7%
SEP
32
Southland Equity Partners
Missouri
$711K – – –
CPIG
33
Chicago Partners Investment Group
Illinois
$670K – – –
KAS
34
Kestra Advisory Services
Texas
$651K -$75.9K -1,994 -10%
RA
35
RFG Advisory
Alabama
$650K – – –
JSL
36
JT Stratford LLC
Georgia
$556K -$12.2K -320 -2%
OMC
37
Old Mission Capital
Illinois
$536K +$6.47K +170 +1%
DI
38
Diligent Investors
California
$529K – – –
CCAL
39
City Center Advisors LLC
Michigan
$499K -$7.91K -208 -2%
VA
40
Valmark Advisers
Ohio
$446K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$435K +$9.36K +246 +2%
HI
42
Harbour Investments
Wisconsin
$423K -$23K -604 -5%
AWA
43
Arete Wealth Advisors
Illinois
$404K -$109K -2,867 -21%
TC
44
TownSquare Capital
Utah
$384K +$384K +10,087 New
MCC
45
Money Concepts Capital
Florida
$381K -$351K -9,219 -48%
CA
46
Continuum Advisory
Idaho
$375K +$37.9K +981 +11%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$370K -$99.7K -2,621 -21%
W
48
WorthPointe
California
$367K +$27.4K +721 +8%
BFC
49
Bedel Financial Consulting
Indiana
$362K – – –
CA
50
CoreCap Advisors
Michigan
$348K +$92.6K +2,433 +36%
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2
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