Innovator US Equity Ultra Buffer ETF January
UJAN
41 hedge funds and large institutions have $40M invested in Innovator US Equity Ultra Buffer ETF January in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.
0.83% less ownership
Funds ownership: 43.72% → 42.88% (-0.83%)
11% less funds holding
Funds holding: 46 → 41 (-5)
14% less capital invested
Capital invested by funds: $46.4M → $40M (-$6.39M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$4.52M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.15M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$352K |
| 4 |
CWM
CCG Wealth Management
San Diego,
California
|
+$315K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.2M |
| 2 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$2.84M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$917K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$383K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$352K |
UJAN Hedge Fund Activity: Q3 2021 in Review
41 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2021, worth a combined $40M — down 14% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UJAN and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 8 added.
The largest buyer was Soltis Investment Advisors, adding an estimated $4.52M. The largest seller was Citadel Advisors, cutting an estimated $5.2M.
- 41 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2021, down from 46 in Q2 2021.
- Funds reported $40M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2021, down 14% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2021 and 5 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2021 was Soltis Investment Advisors, an estimated $4.52M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2021 was Citadel Advisors, an estimated $5.2M sold.
Based on aggregated 13F filings for Q3 2021.