We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January
UJAN

79 hedge funds and large institutions have $98.4M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 58.81% → 60.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $103M → $98.4M (-$4.89M)

8% less funds holding

Funds holding: 86 → 79 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.07M
2
RJA
Raymond James & Associates
Florida
+$928K
3
FA
Fermata Advisors
California
+$892K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$887K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.05M
2
AIC
Archer Investment Corporation
Indiana
-$1.95M
3
SAG
SageView Advisory Group
California
-$1.06M
4
TWM
Tradition Wealth Management
Minnesota
-$1.04M
5
MOS
MGO One Seven
Ohio
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
76
NBC Securities
Alabama
$6K – – –
LFG
77
Larson Financial Group
Missouri
$2.4K – – –
Barclays
78
Barclays
United Kingdom
$1.98K +$1.95K +52 New
TC
79
Truvestments Capital
Florida
$1.03K +$1.01K +27 New
SAG
80
SageView Advisory Group
California
– -$1.06M -28,529 Closed
HF
81
HRT Financial
New York
– -$421K -11,371 Closed
Wolverine Trading
82
Wolverine Trading
Illinois
– -$367K -9,897 Closed
WFPG
83
Waller Financial Planning Group
Ohio
– -$282K -7,608 Closed
MSFS
84
Main Street Financial Solutions
Pennsylvania
– -$271K -7,300 Closed
MAM
85
Milestone Asset Management
Pennsylvania
– -$226K -6,100 Closed
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
– -$223K -6,021 Closed
KWM
87
Kingsview Wealth Management
Oregon
– -$216K -5,833 Closed
OCM
88
Orion Capital Management
California
– -$192K -5,183 Closed
CB
89
Chris Bulman
California
– -$117K -3,154 Closed
TWP
90
Triad Wealth Partners
Kansas
– -$55.7K -1,502 Closed
ATPW
91
Ashton Thomas Private Wealth
Arizona
– -$48.2K -1,299 Closed
CP
92
Castleview Partners
Texas
– -$8.91K -240 Closed
CP
93
Camelot Portfolios
Ohio
– -$1.93K -52 Closed
1 2 3
4

UJAN Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2024, worth a combined $98.4M — down 4.7% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UJAN and 7 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $1.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.05M.

  • 79 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2024, down from 86 in Q2 2024.
  • Funds reported $98.4M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2024 was Jane Street, an estimated $1.07M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.