Innovator US Equity Ultra Buffer ETF January
UJAN
88 hedge funds and large institutions have $133M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
127% more capital invested
Capital invested by funds: $58.6M → $133M (+$74.5M)
26% more funds holding
Funds holding: 70 → 88 (+18)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
18.54% less ownership
Funds ownership: 84.36% → 65.82% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$17.5M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.36M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$5.5M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$3.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.46M |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$604K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$550K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$346K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$318K |
UJAN Hedge Fund Activity: Q1 2024 in Review
88 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2024, worth a combined $133M — up 127% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UJAN positions and 5 closed out — a net gain of 19 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $17.5M. The largest seller was Centaurus Financial, exiting entirely with an estimated $1.46M sold.
- 88 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2024, up from 70 in Q4 2023.
- Funds reported $133M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2024, up 127% quarter-over-quarter.
- 24 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +19 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2024 was Fermata Advisors, an estimated $17.5M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2024 was Centaurus Financial, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2024.