Innovator US Equity Ultra Buffer ETF January
UJAN
69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 11 closing their positions.
0.98% more ownership
Funds ownership: 48.35% → 49.33% (+0.98%)
3% less funds holding
Funds holding: 71 → 69 (-2)
13% less capital invested
Capital invested by funds: $67.7M → $58.6M (-$9.08M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.44M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$451K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$409K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$298K |
| 5 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$2.82M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.14M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.08M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$954K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$868K |
UJAN Hedge Fund Activity: Q3 2023 in Review
69 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2023, worth a combined $58.6M — down 13% from $67.7M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of UJAN and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 10 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $1.44M. The largest seller was Donald L. Hagan LLC, cutting an estimated $2.82M.
- 69 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2023, down from 71 in Q2 2023.
- Funds reported $58.6M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2023, down 13% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2023 and 11 closed out, a net change of -2 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $1.44M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2023 was Donald L. Hagan LLC, an estimated $2.82M sold.
Based on aggregated 13F filings for Q3 2023.