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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

82 hedge funds and large institutions have $402M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
11
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.04M
2
PWA
2
Prairie Wealth Advisors
Nebraska
$2.49M
3
IWM
3
IMG Wealth Management
Florida
$1.85M
4
KAS
4
Kestra Advisory Services
Texas
$1.49M
5
WTFG
5
Wood Tarver Financial Group
Idaho
$632K

Top Sellers

1
TWM
1
Tradition Wealth Management
Minnesota
$331K
2
WFAG
2
Worth Financial Advisory Group
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$471K
4
SB
4
Strategic Blueprint
Georgia
$5.3M
5
NFG
5
Nations Financial Group
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$777K 19,942 -9,562 -32%
MWM
27
Maltin Wealth Management
New Jersey
$768K 19,713 – –
MW
28
MBL Wealth
North Carolina
$756K 19,399 -226 -1%
AWA
29
Arete Wealth Advisors
Illinois
$737K 18,912 +8,301 +78%
CVA
30
Central Valley Advisors
California
$733K 18,831 +12,364 +191%
KWM
31
KFG Wealth Management
Indiana
$730K 18,746 -9,382 -33%
SEP
32
Southland Equity Partners
Missouri
$728K 18,695 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$716K 18,377 -9,609 -34%
CPIG
34
Chicago Partners Investment Group
Illinois
$683K 17,508 – –
WTFG
35
Wood Tarver Financial Group
Idaho
$632K 16,228 +16,228 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$591K 15,177 -7,325 -33%
JSL
37
JT Stratford LLC
Georgia
$570K 14,625 – –
DI
38
Diligent Investors
California
$541K 13,890 – –
Citadel Advisors
39
Citadel Advisors
Florida
$527K 13,520 +2,098 +18%
CCAL
40
City Center Advisors LLC
Michigan
$516K 13,254 +138 +1%
Jane Street
41
Jane Street
New York
$471K 12,090 -24,616 -67%
VA
42
Valmark Advisers
Ohio
$456K 11,720 – –
HI
43
Harbour Investments
Wisconsin
$427K 10,968 -156 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$415K 10,654 +10,654 New
MCC
45
Money Concepts Capital
Florida
$385K 9,894 -121 -1%
CA
46
Continuum Advisory
Idaho
$378K 9,699 – –
BFC
47
Bedel Financial Consulting
Indiana
$373K 9,420 -101 -1%
TWM
48
Tradition Wealth Management
Minnesota
$331K 8,487 -49,360 -85%
TC
49
TownSquare Capital
Utah
$329K 8,458 -1,629 -16%
XF
50
XML Financial
Maryland
$329K 8,444 -129 -2%
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