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Innovator US Equity Ultra Buffer ETF January
UJAN

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

1.3% more ownership

Funds ownership: 58.81% → 60.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $103M → $98.4M (-$4.89M)

8% less funds holding

Funds holding: 86 → 79 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.13%
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
Jane Street
New York
+$1.07M
2
RJA
Raymond James & Associates
Florida
+$928K
3
FA
Fermata Advisors
California
+$892K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$887K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.05M
2
AIC
Archer Investment Corporation
Indiana
-$1.95M
3
SAG
SageView Advisory Group
California
-$1.06M
4
TWM
Tradition Wealth Management
Minnesota
-$1.04M
5
MOS
MGO One Seven
Ohio
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$859K -$6.93K -185 -0.8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$856K +$843K +22,502 New
CAG
28
Compass Advisory Group
New York
$831K +$300 +8 +0%
SWM
29
Spire Wealth Management
Virginia
$782K -$244K -6,505 -24%
MWM
30
Maltin Wealth Management
New Jersey
$750K -$13.1K -350 -2%
MW
31
MBL Wealth
North Carolina
$747K -$4.87K -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 -$74.7K -1,994 -10%
RA
35
RFG Advisory
Alabama
$650K – – –
JSL
36
JT Stratford LLC
Georgia
$556K -$12K -320 -2%
OMC
37
Old Mission Capital
Illinois
$536K +$6.37K +170 +1%
DI
38
Diligent Investors
California
$529K – – –
CCAL
39
City Center Advisors LLC
Michigan
$499K -$7.79K -208 -2%
VA
40
Valmark Advisers
Ohio
$446K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$435K +$9.21K +246 +2%
HI
42
Harbour Investments
Wisconsin
$423K -$22.6K -604 -5%
AWA
43
Arete Wealth Advisors
Illinois
$404K -$107K -2,867 -21%
TC
44
TownSquare Capital
Utah
$384K +$378K +10,087 New
MCC
45
Money Concepts Capital
Florida
$381K -$345K -9,219 -48%
CA
46
Continuum Advisory
Idaho
$375K +$36.7K +981 +11%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$370K -$98.2K -2,621 -21%
W
48
WorthPointe
California
$367K +$27K +721 +8%
BFC
49
Bedel Financial Consulting
Indiana
$362K – – –
CA
50
CoreCap Advisors
Michigan
$348K +$91.1K +2,433 +36%
1
2
3 4

UJAN Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2024, worth a combined $98.4M — down 4.7% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UJAN and 7 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $1.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.05M.

  • 79 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2024, down from 86 in Q2 2024.
  • Funds reported $98.4M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2024 was Jane Street, an estimated $1.07M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.