Innovator US Equity Ultra Buffer ETF January
UJAN
87 hedge funds and large institutions have $165M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.
1.53% more ownership
Funds ownership: 53.63% → 55.17% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less funds holding
Funds holding: 91 → 87 (-4)
9% less capital invested
Capital invested by funds: $182M → $165M (-$17.1M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
44% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
+$4.59M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.47M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.26M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$7.01M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.52M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.79M |
| 4 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$3.94M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$3.55M |
UJAN Hedge Fund Activity: Q3 2022 in Review
87 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2022, worth a combined $165M — down 9.4% from $182M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of UJAN and 7 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 20 added.
The largest buyer was Compass Advisory Group, adding an estimated $4.59M. The largest seller was Berkshire Money Management, cutting an estimated $7.01M.
- 87 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2022, down from 91 in Q2 2022.
- Funds reported $165M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2022, down 9.4% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2022 and 10 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2022 was Compass Advisory Group, an estimated $4.59M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2022 was Berkshire Money Management, an estimated $7.01M sold.
Based on aggregated 13F filings for Q3 2022.