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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
VA
51
Valmark Advisers
Ohio
$474K – – –
RA
52
RFG Advisory
Alabama
$460K -$70.4K -1,819 -14%
CPIG
53
Chicago Partners Investment Group
Illinois
$454K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$442K +$12.9K +333 +3%
W
55
WorthPointe
California
$426K +$29.1K +752 +8%
TAP
56
Tounjian Advisory Partners
Florida
$410K – – –
CA
57
Continuum Advisory
Idaho
$392K – – –
BFC
58
Bedel Financial Consulting
Indiana
$373K – – –
HI
59
Harbour Investments
Wisconsin
$349K -$114K -2,938 -25%
XF
60
XML Financial
Maryland
$339K – – –
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$317K – – –
TWM
62
Tradition Wealth Management
Minnesota
$311K -$5.65K -146 -2%
AAS
63
Avantax Advisory Services
Texas
$301K – – –
TC
64
TownSquare Capital
Utah
$283K -$61.4K -1,585 -18%
CB
65
Chris Bulman
California
$280K +$268K +6,912 New
SWP
66
Sagespring Wealth Partners
Tennessee
$270K +$258K +6,674 New
ASN
67
Advisory Services Network
Georgia
$262K – – –
TWP
68
Triad Wealth Partners
Kansas
$254K +$243K +6,280 New
CIA
69
Concurrent Investment Advisors
Florida
$239K +$228K +5,900 New
VBFP
70
Valtinson Bruner Financial Planning
Minnesota
$228K – – –
VWA
71
Visionary Wealth Advisors
Illinois
$227K – – –
LWM
72
Lakeridge Wealth Management
Ohio
$224K +$214K +5,526 New
MW
73
Maia Wealth
Colorado
$213K +$204K +5,268 New
XPN
74
XY Planning Network
Montana
$208K +$200K +5,153 New
EMAM
75
Encompass More Asset Management
California
$205K +$196K +5,058 New
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.