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Innovator US Equity Ultra Buffer ETF January
UJAN

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

132% more capital invested

Capital invested by funds: $56M → $130M (+$73.8M)

26% more funds holding

Funds holding: 69 → 87 (+18)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

17.83% less ownership

Funds ownership: 82.06% → 64.23% (-18%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Fermata Advisors
California
+$17.5M
2
BCM
Brookstone Capital Management
Illinois
+$15.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.36M
4
MOS
MGO One Seven
Ohio
+$5.5M
5
TWM
Tradition Wealth Management
Minnesota
+$3.82M

Top Sellers

1
CF
Centaurus Financial
California
-$1.46M
2
CA
Continuum Advisory
Idaho
-$604K
3
TC
TownSquare Capital
Utah
-$550K
4
SB
Strategic Blueprint
Georgia
-$346K
5
FIA
Foundations Investment Advisors
Arizona
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$359K +$351K +9,954 New
BFC
52
Bedel Financial Consulting
Indiana
$344K -$6.59K -187 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$320K +$6.52K +185 +2%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$318K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$317K +$309K +8,768 New
CA
56
Continuum Advisory
Idaho
$315K -$604K -17,131 -66%
KWM
57
Kingsview Wealth Management
Oregon
$311K -$11.7K -333 -4%
W
58
WorthPointe
California
$299K +$291K +8,269 New
TF
59
Trek Financial
Arizona
$297K +$82.3K +2,335 +40%
AAS
60
Avantax Advisory Services
Texas
$293K -$14.1K -399 -5%
SPC
61
Sigma Planning Corp
Michigan
$292K +$285K +8,090 New
PFG
62
Prosperity Financial Group
California
$289K – – –
AWS
63
Atria Wealth Solutions
New York
$249K – – –
CVA
64
Central Valley Advisors
California
$233K +$228K +6,467 New
DFA
65
DHJJ Financial Advisors
Illinois
$226K – – –
MAM
66
Milestone Asset Management
Pennsylvania
$220K -$106K -3,005 -33%
CA
67
CoreCap Advisors
Michigan
$210K +$205K +5,807 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$208K -$114K -3,225 -36%
VBFP
69
Valtinson Bruner Financial Planning
Minnesota
$206K +$201K +5,695 New
VWA
70
Visionary Wealth Advisors
Illinois
$202K -$35.2K -1,000 -15%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$192K +$16.5K +467 +10%
OCM
72
Orion Capital Management
California
$187K – – –
SS
73
Sunbelt Securities
Texas
$94.4K – – –
PS
74
Principal Securities
Iowa
$88.2K +$7.89K +224 +10%
Morgan Stanley
75
Morgan Stanley
New York
$78.5K -$193K -5,475 -72%
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UJAN Hedge Fund Activity: Q1 2024 in Review

87 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2024, worth a combined $130M — up 132% from $56M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UJAN positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Fermata Advisors, opening a new position worth an estimated $17.5M. The largest seller was Centaurus Financial, exiting entirely with an estimated $1.46M sold.

  • 87 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2024, up 132% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2024 was Fermata Advisors, an estimated $17.5M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2024 was Centaurus Financial, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2024.