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Innovator US Equity Ultra Buffer ETF January
UJAN

69 hedge funds and large institutions have $56M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32.73% more ownership

Funds ownership: 49.33% → 82.06% (+33%)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less capital invested

Capital invested by funds: $58.6M → $56M (-$2.62M)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
+$33.4M
2
PA
PFG Advisors
Arizona
+$1.39M
3
AWA
Arete Wealth Advisors
Illinois
+$975K
4
SWM
Spire Wealth Management
Virginia
+$743K
5
CA
Continuum Advisory
Idaho
+$565K

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$5.58M
2
AIC
Archer Investment Corporation
Indiana
-$1.02M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$887K
4
Osaic Holdings
Osaic Holdings
Arizona
-$645K
5
OMC
Old Mission Capital
Illinois
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
– -$42.9K -1,318 Closed
AWA
77
Authentikos Wealth Advisory
California
– -$13.6K -419 Closed
VAG
78
VisionPoint Advisory Group
Texas
– -$13.4K -411 Closed
LF
79
Lee Financial
Texas
– -$2.08K -64 Closed
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