UJAN icon

Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

71 hedge funds and large institutions have $140M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
71
Holders Change
+28
Holders Change %
+65.12%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
21
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$18.4M
2
BMM
2
Berkshire Money Management
Massachusetts
$10.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.5M
4
BCM
4
Brookstone Capital Management
Illinois
$7.49M
5
MW
5
MBL Wealth
North Carolina
$6.75M

Top Sellers

1
IIA
1
Integral Investment Advisors
California
$424K
2
MWM
2
Maltin Wealth Management
New Jersey
$1.88M
3
CP
3
Castleview Partners
Texas
$7K
4
WMS
4
Wealth Management Solutions
Pennsylvania
$478K
5
WKSWA
5
White Knight Strategic Wealth Advisors
New Jersey
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
SHIM
51
Stone House Investment Management
Pennsylvania
$362K 11,705 +11,705 New
AWM
52
AE Wealth Management
Kansas
$340K 11,001 +11,001 New
Citadel Advisors
53
Citadel Advisors
Florida
$329K 10,647 +10,647 New
FWM
54
Frontier Wealth Management
Missouri
$326K 10,650 +10,650 New
XF
55
XML Financial
Maryland
$312K 10,073 – –
AW
56
ACG Wealth
Georgia
$309K 10,000 +10,000 New
MFGM
57
Marshall Financial Group (Maryland)
Maryland
$297K 9,590 +9,590 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$293K 9,464 -506 -5%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$292K 9,440 +5,050 +115%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$292K 9,443 +9,443 New
W
61
WorthPointe
California
$251K 8,113 +8,113 New
CWM
62
CCG Wealth Management
California
$235K 7,600 – –
BTWM
63
Baker Tilly Wealth Management
Wisconsin
$203K 6,570 – –
AAP
64
Arax Advisory Partners
Colorado
$138K 4,451 -1,292 -22%
BWM
65
Baystate Wealth Management
Massachusetts
$110K 3,540 – –
WCAMG
66
Woodard & Company Asset Management Group
North Carolina
$93K 3,000 +3,000 New
MCC
67
Money Concepts Capital
Florida
$92K 2,982 +2,982 New
Morgan Stanley
68
Morgan Stanley
New York
$85K 2,750 -475 -15%
JWBC
69
John W. Brooker & Co
California
$22K 700 +700 New
CP
70
Castleview Partners
Texas
$7K 240 -22,440 -99%
UBS Group
71
UBS Group
Switzerland
$7K 212 +212 New
SCA
72
Snowden Capital Advisors
New York
– – -3,300 Closed
CWP
73
Concord Wealth Partners
Virginia
– – -314 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
1 2
3