Innovator US Equity Ultra Buffer ETF January
UJAN
77 hedge funds and large institutions have $74.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 24 closing their positions.
3.61% more ownership
Funds ownership: 51.01% → 54.62% (+3.6%)
13% less funds holding
Funds holding: 89 → 77 (-12)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
46% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 24
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
94% less capital invested
Capital invested by funds: $1.16B → $74.6M (-$1.09B)
Top Buyers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$2.19M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.55M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.34M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$800K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$409K |
Top Sellers
| 1 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$14.6M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.2M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$5.68M |
| 4 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$3.37M |
| 5 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
-$2.42M |
UJAN Hedge Fund Activity: Q1 2023 in Review
77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2023, worth a combined $74.6M — down 94% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UJAN and 13 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was Truist Financial, adding an estimated $2.19M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $14.6M sold.
- 77 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2023, down from 89 in Q4 2022.
- Funds reported $74.6M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2023, down 94% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2023 and 24 closed out, a net change of -11 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2023 was Truist Financial, an estimated $2.19M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2023 was Acute Investment Advisory, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2023.