Innovator US Equity Ultra Buffer ETF January
UJAN
42 hedge funds and large institutions have $34.2M invested in Innovator US Equity Ultra Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.72% more ownership
Funds ownership: 42.88% → 45.6% (+2.7%)
2% more funds holding
Funds holding: 41 → 42 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $40M → $34.2M (-$5.78M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.13M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$529K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$273K |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$252K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$6.68M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$4.27M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$2.89M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$365K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$360K |
UJAN Hedge Fund Activity: Q4 2021 in Review
42 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q4 2021, worth a combined $34.2M — down 14% from $40M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UJAN positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Strategic Blueprint, adding an estimated $1.13M. The largest seller was Wealthquest, cutting an estimated $6.68M.
- 42 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q4 2021, up from 41 in Q3 2021.
- Funds reported $34.2M of Innovator US Equity Ultra Buffer ETF January stock for Q4 2021, down 14% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q4 2021 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q4 2021 was Strategic Blueprint, an estimated $1.13M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q4 2021 was Wealthquest, an estimated $6.68M sold.
Based on aggregated 13F filings for Q4 2021.