Innovator US Equity Ultra Buffer ETF January
UJAN
71 hedge funds and large institutions have $67.7M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 31 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.28% less ownership
Funds ownership: 54.62% → 48.35% (-6.3%)
8% less funds holding
Funds holding: 77 → 71 (-6)
9% less capital invested
Capital invested by funds: $74.6M → $67.7M (-$6.84M)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
81% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$941K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$734K |
| 3 |
Jane Street
New York
|
+$541K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$338K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.36M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.84M |
| 3 |
CFCI
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
-$1.84M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.61M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
HighTower Advisors
Chicago,
Illinois
| – | -$656K | -21,108 | Closed |
|
|
DIA
77
Dana Investment Advisors
Waukesha,
Wisconsin
| – | -$424K | -13,632 | Closed |
|
|
SPC
78
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$341K | -10,961 | Closed |
|
|
OCM
79
Orion Capital Management
Coronado,
California
| – | -$326K | -10,478 | Closed |
|
|
BAM
80
Belpointe Asset Management
Reno,
Nevada
| – | -$274K | -8,828 | Closed |
|
81
Wolverine Trading
Chicago,
Illinois
| – | -$264K | -8,550 | Closed |
|
|
TCM
82
Triumph Capital Management
Denver,
Colorado
| – | -$207K | -6,668 | Closed |
|
|
WIM
83
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$50.7K | -1,630 | Closed |
|
UJAN Hedge Fund Activity: Q2 2023 in Review
71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2023, worth a combined $67.7M — down 9.2% from $74.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of UJAN and 7 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 6 added.
The largest buyer was Accurate Wealth Management, opening a new position worth an estimated $941K. The largest seller was Osaic Holdings, cutting an estimated $5.36M.
- 71 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2023, down from 77 in Q1 2023.
- Funds reported $67.7M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2023, down 9.2% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2023 was Accurate Wealth Management, an estimated $941K added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2023 was Osaic Holdings, an estimated $5.36M sold.
Based on aggregated 13F filings for Q2 2023.