UJAN icon

Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

76 hedge funds and large institutions have $74.2M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
76
Holders Change
-12
Holders Change %
-13.64%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
17
Reduced
25
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$2.52M
2
PCA
2
Prosperity Capital Advisors
Ohio
$3.3M
3
CF
3
Centaurus Financial
California
$1.36M
4
CA
4
Cetera Advisors
Colorado
$2.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$416K

Top Sellers

1
AIA
1
Acute Investment Advisory
Arizona
$0
2
BCM
2
Brookstone Capital Management
Illinois
$350K
3
W
3
Wealthquest
Ohio
$0
4
MW
4
MBL Wealth
North Carolina
$0
5
OMC
5
Old Mission Capital
Illinois
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Strategic Blueprint
Georgia
$12.2M 391,716 -12,493 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.83M 316,058 +3,056 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.84M 123,647 -10,305 -8%
PCA
4
Prosperity Capital Advisors
Ohio
$3.3M 106,010 +50,715 +92%
DLHL
5
Donald L. Hagan LLC
Florida
$3.14M 101,050 +3,348 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.56M 82,316 +749 +0.9%
BMM
7
Berkshire Money Management
Massachusetts
$2.54M 81,705 – –
Truist Financial
8
Truist Financial
North Carolina
$2.52M 80,913 +71,736 +782%
CA
9
Cetera Advisors
Colorado
$2.36M 75,748 +26,186 +53%
AIC
10
Archer Investment Corporation
Indiana
$2.01M 64,641 +2,680 +4%
CFCI
11
Comprehensive Financial Consultants Institutional
Indiana
$1.84M 59,111 – –
AAS
12
Ameritas Advisory Services
Nebraska
$1.61M 51,334 -5,727 -10%
CAN
13
Cetera Advisor Networks
California
$1.37M 44,078 -16,244 -27%
CF
14
Centaurus Financial
California
$1.36M 43,719 +43,719 New
CAG
15
Compass Advisory Group
New York
$1.27M 40,894 -7,704 -16%
AWA
16
Arete Wealth Advisors
Illinois
$1.1M 35,317 +395 +1%
OMC
17
Old Mission Capital
Illinois
$1.02M 32,682 -77,857 -70%
SAS
18
SMI Advisory Services
Indiana
$1.01M 33,916 – –
KWM
19
KFG Wealth Management
Indiana
$984K 31,459 +10,736 +52%
SAG
20
SageView Advisory Group
California
$856K 27,540 – –
OIA
21
OneDigital Investment Advisors
Kansas
$707K 22,739 +7,695 +51%
HighTower Advisors
22
HighTower Advisors
Illinois
$656K 21,108 -73,773 -78%
MWM
23
Maltin Wealth Management
New Jersey
$645K 20,745 +3,600 +21%
SWM
24
Spire Wealth Management
Virginia
$631K 20,307 +145 +0.7%
AWS
25
Atria Wealth Solutions
New York
$629K 20,235 – –
1
2 3 4 5