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Innovator US Equity Ultra Buffer ETF January

102 hedge funds and large institutions have $205M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% more funds holding

Funds holding: 95102 (+7)

2% more capital invested

Capital invested by funds: $202M → $205M (+$3.16M)

7.04% less ownership

Funds ownership: 85.25%78.21% (-7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
31
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
76
Keystone Wealth Services
California
$204K +$196K +5,052 New
EWM
77
Elmwood Wealth Management
California
$202K +$194K +5,000 New
MFG
78
MTM Financial Group
Pennsylvania
$201K +$192K +4,959 New
PS
79
Principal Securities
Iowa
$164K +$64.4K +1,662 +69%
OCM
80
Orion Capital Management
California
$161K
CA
81
CoreCap Advisors
Michigan
$157K -$5.96K -154 -4%
DFA
82
DHJJ Financial Advisors
Illinois
$152K -$5.23K -135 -3%
Morgan Stanley
83
Morgan Stanley
New York
$149K
Barclays
84
Barclays
United Kingdom
$148K +$90.6K +2,340 +177%
UBS Group
85
UBS Group
Switzerland
$141K +$112K +2,890 +495%
AWM
86
AE Wealth Management
Kansas
$100K -$34.1K -881 -26%
SS
87
Sunbelt Securities
Texas
$96.4K +$57.1K +1,475 +148%
AAS
88
Ameritas Advisory Services
Nebraska
$84.1K +$80.5K +2,079 New
FNWA
89
Financial Network Wealth Advisors
Utah
$72.9K +$39.5K +1,021 +131%
SPIA
90
Steward Partners Investment Advisory
New York
$56.2K +$13K +335 +32%
CAL
91
Capital Analysts LLC
Pennsylvania
$44K
AIC
92
Archer Investment Corporation
Indiana
$42.7K
AAP
93
Arax Advisory Partners
Colorado
$34.8K
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$28.3K -$11.6K -300 -30%
PWA
95
Physician Wealth Advisors
Utah
$23.7K
AG
96
AmeriFlex Group
Nevada
$21.3K +$20.5K +529 New
ACA
97
Aptus Capital Advisors
Alabama
$12.1K +$11.6K +300 New
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.1K +$11.6K +300 New
IA
99
IFP Advisors
Florida
$10.9K -$5.42K -140 -34%
WP
100
WealthShield Partners
North Carolina
$10.6K -$127K -3,275 -93%

UJAN Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2025, worth a combined $205M — up 1.6% from $202M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UJAN positions and 8 closed out — a net gain of 8 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.85M. The largest seller was Fermata Advisors, cutting an estimated $17M.

  • 102 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2025, up from 95 in Q1 2025.
  • Funds reported $205M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2025 and 8 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2025 was LPL Financial, an estimated $1.85M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2025 was Fermata Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2025.