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Innovator US Equity Ultra Buffer ETF January
UJAN

102 hedge funds and large institutions have $205M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% more funds holding

Funds holding: 95 → 102 (+7)

2% more capital invested

Capital invested by funds: $202M → $205M (+$3.16M)

7.04% less ownership

Funds ownership: 85.25% → 78.21% (-7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
31
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.85M
2
BCM
Brookstone Capital Management
Illinois
+$1.81M
3
CA
Clearstead Advisors
Ohio
+$1.51M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.49M
5
BCI
Brinker Capital Investments
Pennsylvania
+$887K

Top Sellers

Rank Fund Capital Flow
1
FA
Fermata Advisors
California
-$17M
2
MOS
MGO One Seven
Ohio
-$1.15M
3
OMC
Old Mission Capital
Illinois
-$1.09M
4
IWM
IHT Wealth Management
Illinois
-$710K
5
Citadel Advisors
Citadel Advisors
Florida
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.57M -$25.8K -665 -2%
CVA
27
Central Valley Advisors
California
$1.53M -$49.7K -1,283 -3%
KAS
28
Kestra Advisory Services
Texas
$1.52M -$22.6K -584 -2%
LIWM
29
Long Island Wealth Management
New York
$1.29M – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$1.24M +$10.8K +280 +0.9%
AWM
31
Accurate Wealth Management
Florida
$1.04M -$146K -3,764 -13%
HighTower Advisors
32
HighTower Advisors
Illinois
$969K +$19.1K +493 +2%
KWM
33
KFG Wealth Management
Indiana
$951K +$12.2K +316 +1%
MA
34
Mutual Advisors
Nebraska
$869K – – –
MW
35
MBL Wealth
North Carolina
$859K +$27.1K +700 +3%
CAG
36
Compass Advisory Group
New York
$831K -$2.25K -58 -0.3%
WTFG
37
Wood Tarver Financial Group
Idaho
$806K +$144K +3,723 +23%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$783K +$503 +13 +0.1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$751K +$375K +9,684 +109%
TF
40
Trek Financial
Arizona
$694K +$45K +1,163 +7%
MWM
41
Maltin Wealth Management
New Jersey
$652K -$139K -3,600 -18%
SEP
42
Southland Equity Partners
Missouri
$649K – – –
AWA
43
Arete Wealth Advisors
Illinois
$639K -$4.38K -113 -0.7%
BEI
44
Benjamin Edwards Inc
Missouri
$591K +$320K +8,254 +130%
OMC
45
Old Mission Capital
Illinois
$583K -$1.09M -28,023 -66%
JSL
46
JT Stratford LLC
Georgia
$572K – – –
DI
47
Diligent Investors
California
$562K – – –
HHWM
48
Hiley Hunt Wealth Management
Nebraska
$519K – – –
SAG
49
SageView Advisory Group
California
$518K +$488K +12,593 New
CCAL
50
City Center Advisors LLC
Michigan
$517K -$36.9K -954 -7%
1
2
3 4 5

UJAN Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2025, worth a combined $205M — up 1.6% from $202M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UJAN positions and 8 closed out — a net gain of 8 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.85M. The largest seller was Fermata Advisors, cutting an estimated $17M.

  • 102 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2025, up from 95 in Q1 2025.
  • Funds reported $205M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2025 and 8 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2025 was LPL Financial, an estimated $1.85M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2025 was Fermata Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2025.