Innovator US Equity Ultra Buffer ETF January
UJAN
70 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.
35.03% more ownership
Funds ownership: 49.33% → 84.36% (+35%)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 69 → 70 (+1)
0% less capital invested
Capital invested by funds: $58.6M → $58.6M (-$87.4K)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$33.4M |
| 2 |
AFPL
Advus Financial Partners, LLC
Winter Park,
Florida
|
+$2.59M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.39M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$975K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$743K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$5.58M |
| 2 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$1.02M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$887K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$645K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$544K |
UJAN Hedge Fund Activity: Q4 2023 in Review
70 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q4 2023, worth a combined $58.6M — down 0.15% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new UJAN positions and 10 closed out — a net gain of 1 holder — while 13 added to existing stakes and 24 trimmed.
The largest buyer was SageView Advisory Group, opening a new position worth an estimated $33.4M. The largest seller was Strategic Blueprint, cutting an estimated $5.58M.
- 70 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $58.6M of Innovator US Equity Ultra Buffer ETF January stock for Q4 2023, down 0.15% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q4 2023 and 10 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q4 2023 was SageView Advisory Group, an estimated $33.4M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q4 2023 was Strategic Blueprint, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2023.