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Innovator US Equity Ultra Buffer ETF January

95 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24.31% more ownership

Funds ownership: 60.94%85.25% (+24%)

16% more funds holding

Funds holding: 8295 (+13)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

50% less capital invested

Capital invested by funds: $402M → $202M (-$201M)

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
28
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
76
DHJJ Financial Advisors
Illinois
$148K -$53.3K -1,365 -26%
Morgan Stanley
77
Morgan Stanley
New York
$140K
WP
78
WealthShield Partners
North Carolina
$135K +$128K +3,275 +1,245%
AWM
79
AE Wealth Management
Kansas
$128K -$2.38K -61 -2%
SFGP
80
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$125K
PS
81
Principal Securities
Iowa
$93.2K
Barclays
82
Barclays
United Kingdom
$50.5K -$96.7K -2,476 -65%
CAL
83
Capital Analysts LLC
Pennsylvania
$42K
AIC
84
Archer Investment Corporation
Indiana
$40.3K
SPIA
85
Steward Partners Investment Advisory
New York
$40.2K -$61.1K -1,564 -60%
SS
86
Sunbelt Securities
Texas
$38.1K -$57.6K -1,475 -60%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$38.1K
AAP
88
Arax Advisory Partners
Colorado
$32.8K -$13.3K -340 -28%
FNWA
89
Financial Network Wealth Advisors
Utah
$29.8K +$30.5K +780 New
PWA
90
Physician Wealth Advisors
Utah
$22.4K
UBS Group
91
UBS Group
Switzerland
$22.3K +$17.4K +446 +323%
IA
92
IFP Advisors
Florida
$15.6K
NS
93
NBC Securities
Alabama
$6K +$6.48K +166 New
LFG
94
Larson Financial Group
Missouri
$1.33K
TC
95
Truvestments Capital
Florida
$1.03K
MCC
96
Money Concepts Capital
Florida
-$385K -9,894 Closed
AWS
97
Atria Wealth Solutions
New York
-$268K -6,891 Closed
Wells Fargo
98
Wells Fargo
California
-$30.3K -779 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
-$24.2K -613 Closed
MRP
100
Measured Risk Portfolios
California
-$15K -385 Closed

UJAN Hedge Fund Activity: Q1 2025 in Review

95 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2025, worth a combined $202M — down 50% from $402M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UJAN positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $54.7M. The largest seller was Fermata Advisors, cutting an estimated $1.62M.

  • 95 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2025, up from 82 in Q4 2024.
  • Funds reported $202M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2025, down 50% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2025 and 5 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2025 was Brookstone Capital Management, an estimated $54.7M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2025 was Fermata Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.