Innovator US Equity Ultra Buffer ETF January
UJAN
39 hedge funds and large institutions have $46.4M invested in Innovator US Equity Ultra Buffer ETF January in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
26% more funds holding
Funds holding: 31 → 39 (+8)
1.33% more ownership
Funds ownership: 51.64% → 52.97% (+1.3%)
24% less capital invested
Capital invested by funds: $61.1M → $46.4M (-$14.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$924K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$517K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$314K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$297K |
| 5 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.93M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.8M |
| 4 |
ISG
Investment Security Group
Denver,
Colorado
|
-$1.33M |
| 5 |
Jane Street
New York
|
-$1.11M |
UJAN Hedge Fund Activity: Q4 2020 in Review
39 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q4 2020, worth a combined $46.4M — down 24% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UJAN positions and 6 closed out — a net gain of 9 holders — while 4 added to existing stakes and 15 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $924K. The largest seller was Commonwealth Equity Services, cutting an estimated $14.2M.
- 39 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $46.4M of Innovator US Equity Ultra Buffer ETF January stock for Q4 2020, down 24% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q4 2020 and 6 closed out, a net change of +9 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q4 2020 was Wealthquest, an estimated $924K added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q4 2020 was Commonwealth Equity Services, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2020.