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Innovator US Equity Ultra Buffer ETF January
UJAN

79 hedge funds and large institutions have $98.4M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 58.81% → 60.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $103M → $98.4M (-$4.89M)

8% less funds holding

Funds holding: 86 → 79 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.07M
2
RJA
Raymond James & Associates
Florida
+$928K
3
FA
Fermata Advisors
California
+$892K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$887K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.05M
2
AIC
Archer Investment Corporation
Indiana
-$1.95M
3
SAG
SageView Advisory Group
California
-$1.06M
4
TWM
Tradition Wealth Management
Minnesota
-$1.04M
5
MOS
MGO One Seven
Ohio
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
XF
51
XML Financial
Maryland
$326K -$44.7K -1,193 -12%
TF
52
Trek Financial
Arizona
$301K -$12K -320 -4%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$298K – – –
AAS
54
Avantax Advisory Services
Texas
$294K -$12K -320 -4%
AWS
55
Atria Wealth Solutions
New York
$262K – – –
CVA
56
Central Valley Advisors
California
$246K +$242K +6,467 New
DFA
57
DHJJ Financial Advisors
Illinois
$238K – – –
VBFP
58
Valtinson Bruner Financial Planning
Minnesota
$217K – – –
VWA
59
Visionary Wealth Advisors
Illinois
$213K – – –
Morgan Stanley
60
Morgan Stanley
New York
$140K +$56.2K +1,500 +69%
SPIA
61
Steward Partners Investment Advisory
New York
$99.6K -$201K -5,354 -67%
SS
62
Sunbelt Securities
Texas
$94.2K – – –
PS
63
Principal Securities
Iowa
$92.9K – – –
UBS Group
64
UBS Group
Switzerland
$84.1K +$60.8K +1,624 +277%
SWM
65
Sugarloaf Wealth Management
Georgia
$64.7K – – –
AIC
66
Archer Investment Corporation
Indiana
$61.7K -$1.95M -52,051 -97%
FNWA
67
Financial Network Wealth Advisors
Utah
$49.7K – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$42K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$38K – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$36.2K -$49.2K -1,313 -58%
AAP
71
Arax Advisory Partners
Colorado
$31K – – –
Wells Fargo
72
Wells Fargo
California
$29.6K +$29.2K +779 New
IA
73
IFP Advisors
Florida
$15.6K -$140K -3,727 -90%
CFGS
74
Concourse Financial Group Securities
Alabama
$14.2K +$13.9K +372 New
WP
75
WealthShield Partners
North Carolina
$10K – – –
1 2
3
4

UJAN Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2024, worth a combined $98.4M — down 4.7% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UJAN and 7 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $1.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.05M.

  • 79 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2024, down from 86 in Q2 2024.
  • Funds reported $98.4M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2024 was Jane Street, an estimated $1.07M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.