We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January

103 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% more funds holding

Funds holding: 96103 (+7)

1.7% more ownership

Funds ownership: 60.72%62.42% (+1.7%)

4% more capital invested

Capital invested by funds: $125M → $130M (+$5.12M)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
29
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHWM
51
Hiley Hunt Wealth Management
Nebraska
$555K
SF
52
Summit Financial
New Jersey
$548K +$23.2K +546 +5%
VA
53
Valmark Advisers
Ohio
$507K
BWS
54
BFI Wealth Solutions
Texas
$502K +$494K +11,600 New
RA
55
RFG Advisory
Alabama
$491K +$5.66K +133 +1%
CPIG
56
Chicago Partners Investment Group
Illinois
$482K
AI
57
Atria Investments
North Carolina
$444K +$23.5K +553 +6%
CIA
58
Concurrent Investment Advisors
Florida
$439K +$174K +4,084 +67%
OCFG
59
O'Connor Financial Group
Illinois
$439K +$429K +10,082 New
CA
60
Continuum Advisory
Idaho
$420K
RWM
61
RMG Wealth Management
Wisconsin
$380K +$670K +15,732 New
SAG
62
SageView Advisory Group
California
$379K
BFC
63
Bedel Financial Consulting
Indiana
$373K
XF
64
XML Financial
Maryland
$363K
ASN
65
Advisory Services Network
Georgia
$324K +$46.8K +1,100 +17%
HI
66
Harbour Investments
Wisconsin
$300K -$56K -1,315 -16%
EMAM
67
Encompass More Asset Management
California
$296K +$47.3K +1,110 +19%
TWM
68
Tradition Wealth Management
Minnesota
$290K
SWP
69
Sagespring Wealth Partners
Tennessee
$289K
XPN
70
XY Planning Network
Montana
$275K +$50.9K +1,196 +23%
SAI
71
Savvy Advisors Inc
New York
$250K +$246K +5,776 New
VWA
72
Visionary Wealth Advisors
Illinois
$241K -$1.28K -30 -0.5%
LWM
73
Lakeridge Wealth Management
Ohio
$239K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$230K
W
75
WorthPointe
California
$225K