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Innovator US Equity Ultra Buffer ETF January
UJAN

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

132% more capital invested

Capital invested by funds: $56M → $130M (+$73.8M)

26% more funds holding

Funds holding: 69 → 87 (+18)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

17.83% less ownership

Funds ownership: 82.06% → 64.23% (-18%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Fermata Advisors
California
+$17.5M
2
BCM
Brookstone Capital Management
Illinois
+$15.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.36M
4
MOS
MGO One Seven
Ohio
+$5.5M
5
TWM
Tradition Wealth Management
Minnesota
+$3.82M

Top Sellers

1
CF
Centaurus Financial
California
-$1.46M
2
CA
Continuum Advisory
Idaho
-$604K
3
TC
TownSquare Capital
Utah
-$550K
4
SB
Strategic Blueprint
Georgia
-$346K
5
FIA
Foundations Investment Advisors
Arizona
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Sugarloaf Wealth Management
Georgia
$61.4K – – –
CAL
77
Capital Analysts LLC
Pennsylvania
$40K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$39K -$36.3K -1,030 -49%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$36.1K – – –
AAP
80
Arax Advisory Partners
Colorado
$29.4K -$1.45K -41 -5%
CP
81
Castleview Partners
Texas
$23.5K – – –
JP Morgan Chase
82
JP Morgan Chase
New York
$22.2K – – –
WP
83
WealthShield Partners
North Carolina
$9.49K +$9.27K +263 New
UBS Group
84
UBS Group
Switzerland
$5.92K +$5.78K +164 New
NS
85
NBC Securities
Alabama
$5K – – –
LFG
86
Larson Financial Group
Missouri
$2.27K – – –
TC
87
Truvestments Capital
Florida
$975 +$951 +27 New
SAG
88
SageView Advisory Group
California
– -$28.5K -1,000,227 Closed
CF
89
Centaurus Financial
California
– -$1.46M -42,312 Closed
TC
90
TownSquare Capital
Utah
– -$550K -15,988 Closed
FIA
91
Foundations Investment Advisors
Arizona
– -$318K -9,105 Closed
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
– -$186K -5,398 Closed
1 2 3
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UJAN Hedge Fund Activity: Q1 2024 in Review

87 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2024, worth a combined $130M — up 132% from $56M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UJAN positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Fermata Advisors, opening a new position worth an estimated $17.5M. The largest seller was Centaurus Financial, exiting entirely with an estimated $1.46M sold.

  • 87 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2024, up 132% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2024 was Fermata Advisors, an estimated $17.5M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2024 was Centaurus Financial, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2024.