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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

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.

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.26%
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
1
Fermata Advisors
California
$18M
2
BCM
2
Brookstone Capital Management
Illinois
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
MOS
4
MGO One Seven
Ohio
$5.64M
5
TWM
5
Tradition Wealth Management
Minnesota
$3.92M

Top Sellers

1
CF
1
Centaurus Financial
California
$0
2
CA
2
Continuum Advisory
Idaho
$315K
3
TC
3
TownSquare Capital
Utah
$0
4
SB
4
Strategic Blueprint
Georgia
$5.96M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Sugarloaf Wealth Management
Georgia
$61.4K 1,700 – –
CAL
77
Capital Analysts LLC
Pennsylvania
$40K 1,095 – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$39K 1,071 -1,030 -49%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$36.1K 1,000 – –
AAP
80
Arax Advisory Partners
Colorado
$29.4K 815 -41 -5%
CP
81
Castleview Partners
Texas
$23.5K 651 – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$22.2K 616 – –
WP
83
WealthShield Partners
North Carolina
$9.5K 263 +263 New
UBS Group
84
UBS Group
Switzerland
$5.92K 164 +164 New
NS
85
NBC Securities
Alabama
$5K 166 – –
LFG
86
Larson Financial Group
Missouri
$2.27K 63 – –
TC
87
Truvestments Capital
Florida
$975 27 +27 New
SAG
88
SageView Advisory Group
California
– – -1,000,227 Closed
CF
89
Centaurus Financial
California
– – -42,312 Closed
TC
90
TownSquare Capital
Utah
– – -15,988 Closed
FIA
91
Foundations Investment Advisors
Arizona
– – -9,105 Closed
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
– – -5,398 Closed
CFGS
93
Concourse Financial Group Securities
Alabama
– – – –
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4