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Innovator US Equity Ultra Buffer ETF January
UJAN

96 hedge funds and large institutions have $125M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 102 → 96 (-6)

17.49% less ownership

Funds ownership: 78.21% → 60.72% (-17%)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

39% less capital invested

Capital invested by funds: $205M → $125M (-$79.6M)

73% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 44

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
12
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$636K
2
SF
Summit Financial
New Jersey
+$501K
3
PCA
Prosperity Capital Advisors
Ohio
+$474K
4
AI
Atria Investments
North Carolina
+$400K
5
GS
GTS Securities
New York
+$379K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$58.2M
2
IWM
IHT Wealth Management
Illinois
-$3.01M
3
FA
Fermata Advisors
California
-$2.42M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.63M
5
CA
Clearstead Advisors
Ohio
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Atria Investments
North Carolina
$409K +$400K +9,700 New
CA
52
Continuum Advisory
Idaho
$409K – – –
GS
53
GTS Securities
New York
$387K +$379K +9,184 New
Citadel Advisors
54
Citadel Advisors
Florida
$373K +$366K +8,863 New
SAG
55
SageView Advisory Group
California
$369K -$158K -3,832 -30%
BFC
56
Bedel Financial Consulting
Indiana
$363K -$24.6K -597 -6%
XF
57
XML Financial
Maryland
$353K – – –
HI
58
Harbour Investments
Wisconsin
$347K -$15.4K -372 -4%
OMC
59
Old Mission Capital
Illinois
$332K -$270K -6,537 -45%
TC
60
TownSquare Capital
Utah
$295K – – –
TWM
61
Tradition Wealth Management
Minnesota
$282K -$41.3K -1,000 -13%
SWP
62
Sagespring Wealth Partners
Tennessee
$281K – – –
ASN
63
Advisory Services Network
Georgia
$269K – – –
CIA
64
Concurrent Investment Advisors
Florida
$255K +$6.65K +161 +3%
JP Morgan Chase
65
JP Morgan Chase
New York
$244K +$239K +5,790 New
EMAM
66
Encompass More Asset Management
California
$242K +$28.1K +681 +13%
VWA
67
Visionary Wealth Advisors
Illinois
$236K – – –
LWM
68
Lakeridge Wealth Management
Ohio
$233K – – –
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$224K -$104K -2,530 -32%
VPF
70
Vantage Point Financial
Illinois
$224K +$219K +5,306 New
W
71
WorthPointe
California
$219K -$220K -5,321 -51%
AFP
72
Ausdal Financial Partners
Iowa
$217K +$212K +5,146 New
EWM
73
Elmwood Wealth Management
California
$211K – – –
MFG
74
MTM Financial Group
Pennsylvania
$209K – – –
XPN
75
XY Planning Network
Montana
$208K – – –
1 2
3
4 5

UJAN Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2025, worth a combined $125M — down 39% from $205M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UJAN and 10 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 12 added.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $636K. The largest seller was Brookstone Capital Management, cutting an estimated $58.2M.

  • 96 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2025, down from 102 in Q2 2025.
  • Funds reported $125M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2025, down 39% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2025 and 14 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2025 was Foundations Investment Advisors, an estimated $636K added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2025 was Brookstone Capital Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2025.