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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

95 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
28
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$53.4M
2
TPW
Talon Private Wealth
Florida
+$32.5M
3
IWM
IHT Wealth Management
Illinois
+$3.56M
4
CA
Clearstead Advisors
Ohio
+$3.06M
5
LF
Lantz Financial
Illinois
+$2.01M

Top Sellers

1
FA
Fermata Advisors
California
-$1.59M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.54M
3
MCC
Money Concepts Capital
Florida
-$385K
4
AWS
Atria Wealth Solutions
New York
-$268K
5
CPIG
Chicago Partners Investment Group
Illinois
-$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$1.43M -$1.54M -40,481 -52%
LIWM
27
Long Island Wealth Management
New York
$1.22M -$15.3K -400 -1%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.16M +$458K +12,011 +65%
AWM
29
Accurate Wealth Management
Florida
$1.09M +$145K +3,871 +15%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.07M -$23.6K -618 -2%
LPL Financial
31
LPL Financial
California
$990K -$30.7K -806 -3%
HighTower Advisors
32
HighTower Advisors
Illinois
$895K +$488K +12,804 +120%
KWM
33
KFG Wealth Management
Indiana
$885K +$170K +4,448 +24%
MA
34
Mutual Advisors
Nebraska
$803K +$803K +21,161 New
CAG
35
Compass Advisory Group
New York
$786K -$26.2K -687 -3%
MW
36
MBL Wealth
North Carolina
$783K +$43.3K +1,136 +6%
MWM
37
Maltin Wealth Management
New Jersey
$752K – – –
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$738K +$738K +19,340 New
BCI
39
Brinker Capital Investments
Pennsylvania
$644K +$644K +16,896 New
OPS
40
Orion Portfolio Solutions
Nebraska
$644K +$644K +16,896 New
WTFG
41
Wood Tarver Financial Group
Idaho
$619K -$114 -3 -0%
SEP
42
Southland Equity Partners
Missouri
$612K -$101K -2,655 -14%
TF
43
Trek Financial
Arizona
$610K +$321K +8,422 +111%
AWA
44
Arete Wealth Advisors
Illinois
$607K -$114K -2,996 -16%
Citadel Advisors
45
Citadel Advisors
Florida
$578K +$62.4K +1,635 +12%
JSL
46
JT Stratford LLC
Georgia
$539K -$18.5K -485 -3%
DI
47
Diligent Investors
California
$530K – – –
CCAL
48
City Center Advisors LLC
Michigan
$524K +$18.7K +490 +4%
RA
49
RFG Advisory
Alabama
$503K +$240K +6,285 +91%
HHWM
50
Hiley Hunt Wealth Management
Nebraska
$490K +$490K +12,824 New
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