Innovator US Equity Ultra Buffer ETF January
UJAN
69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 11 closing their positions.
0.98% more ownership
Funds ownership: 48.35% → 49.33% (+0.98%)
3% less funds holding
Funds holding: 71 → 69 (-2)
13% less capital invested
Capital invested by funds: $67.7M → $58.6M (-$9.08M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WKSWA
76
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| – | -$246K | -7,522 | Closed |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -6,711 | Closed |
|
|
WMS
78
Wealth Management Solutions
Exton,
Pennsylvania
| – | -$211K | -6,434 | Closed |
|
|
GTAM
79
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$42.5K | -1,300 | Closed |
|
|
WP
80
WealthPLAN Partners
Omaha,
Nebraska
| – | -$22.1K | -675 | Closed |
|
UJAN Hedge Fund Activity: Q3 2023 in Review
69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2023, worth a combined $58.6M — down 13% from $67.7M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of UJAN and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 10 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $1.44M. The largest seller was Donald L. Hagan LLC, cutting an estimated $2.82M.
- 69 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2023, down from 71 in Q2 2023.
- Funds reported $58.6M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2023, down 13% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2023 and 11 closed out, a net change of -2 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $1.44M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2023 was Donald L. Hagan LLC, an estimated $2.82M sold.
Based on aggregated 13F filings for Q3 2023.