Innovator US Equity Ultra Buffer ETF January
UJAN
87 hedge funds and large institutions have $107M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 88 → 87 (-1)
5.13% less ownership
Funds ownership: 65.82% → 60.69% (-5.1%)
20% less capital invested
Capital invested by funds: $133M → $107M (-$26.5M)
57% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.61M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$1.4M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$1.04M |
| 4 |
HF
HRT Financial
New York
|
+$413K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$14.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.59M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.98M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.6M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$947K |
UJAN Hedge Fund Activity: Q2 2024 in Review
87 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2024, worth a combined $107M — down 20% from $133M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UJAN positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 35 trimmed.
The largest buyer was Prosperity Capital Advisors, adding an estimated $1.61M. The largest seller was Brookstone Capital Management, cutting an estimated $14.6M.
- 87 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2024, down from 88 in Q1 2024.
- Funds reported $107M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2024, down 20% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2024 and 8 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2024 was Prosperity Capital Advisors, an estimated $1.61M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2024 was Brookstone Capital Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2024.