Innovator US Equity Ultra Buffer ETF January
UJAN
91 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
29% more capital invested
Capital invested by funds: $141M → $182M (+$41.4M)
26% more funds holding
Funds holding: 72 → 91 (+19)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2.09% less ownership
Funds ownership: 55.73% → 53.63% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.64M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.9M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$4.09M |
| 4 |
CAG
Compass Advisory Group
Melville,
New York
|
+$3.93M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
-$5.53M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$1.32M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.06M |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.04M |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$808K |
UJAN Hedge Fund Activity: Q2 2022 in Review
91 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2022, worth a combined $182M — up 29% from $141M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UJAN positions and 6 closed out — a net gain of 19 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $9.64M. The largest seller was Hudson Capital Management, exiting entirely with an estimated $5.53M sold.
- 91 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2022, up from 72 in Q1 2022.
- Funds reported $182M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2022, up 29% quarter-over-quarter.
- 25 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2022 and 6 closed out, a net change of +19 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2022 was Brookstone Capital Management, an estimated $9.64M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2022 was Hudson Capital Management, an estimated $5.53M sold.
Based on aggregated 13F filings for Q2 2022.