Innovator US Equity Ultra Buffer ETF January
UJAN
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.
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: 95 → 102 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.81M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$1.51M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.49M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$17M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$1.15M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.09M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$710K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$578K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
101
NBC Securities
Birmingham,
Alabama
| $6K | – | – | – |
|
|
TC
102
Truvestments Capital
Sarasota,
Florida
| $1.09K | – | – | – |
|
|
103
Citadel Advisors
Miami,
Florida
| – | -$578K | -15,155 | Closed |
|
104
Jane Street
New York
| – | -$374K | -9,796 | Closed |
|
|
VCM
105
Virtue Capital Management
Brentwood,
Tennessee
| – | -$317K | -8,300 | Closed |
|
|
NA
106
Novus Advisors
Greenville,
South Carolina
| – | -$267K | -6,996 | Closed |
|
|
FA
107
FC Advisory
West Chester,
Pennsylvania
| – | -$223K | -5,835 | Closed |
|
108
JP Morgan Chase
New York
| – | -$159K | -4,168 | Closed |
|
|
SFGP
109
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$125K | -3,290 | Closed |
|
|
LFG
110
Larson Financial Group
St Louis,
Missouri
| – | -$1.33K | -35 | Closed |
|
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.