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Innovator US Equity Ultra Buffer ETF January
UJAN

79 hedge funds and large institutions have $98.4M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 58.81% → 60.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $103M → $98.4M (-$4.89M)

8% less funds holding

Funds holding: 86 → 79 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.07M
2
RJA
Raymond James & Associates
Florida
+$928K
3
FA
Fermata Advisors
California
+$892K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$887K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.05M
2
AIC
Archer Investment Corporation
Indiana
-$1.95M
3
SAG
SageView Advisory Group
California
-$1.06M
4
TWM
Tradition Wealth Management
Minnesota
-$1.04M
5
MOS
MGO One Seven
Ohio
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1
Fermata Advisors
California
$21.3M +$892K +23,805 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.62M -$2.05M -54,697 -21%
SB
3
Strategic Blueprint
Georgia
$6.09M -$51.8K -1,383 -0.9%
PCA
4
Prosperity Capital Advisors
Ohio
$5.97M +$192K +5,115 +3%
MOS
5
MGO One Seven
Ohio
$4.37M -$636K -16,988 -13%
Truist Financial
6
Truist Financial
North Carolina
$3.29M -$25K -667 -0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.26M -$477K -12,747 -13%
BMM
8
Berkshire Money Management
Massachusetts
$3.04M – – –
AF
9
Allworth Financial
California
$2.65M -$312K -8,335 -11%
RJA
10
Raymond James & Associates
Florida
$2.53M +$928K +24,772 +59%
TWM
11
Tradition Wealth Management
Minnesota
$2.2M -$1.04M -27,680 -32%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.19M -$627K -16,730 -23%
PA
13
PFG Advisors
Arizona
$1.9M -$92.1K -2,458 -5%
BCM
14
Brookstone Capital Management
Illinois
$1.71M -$280K -7,481 -14%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.54M – – –
Jane Street
16
Jane Street
New York
$1.4M +$1.07M +28,669 +357%
LIWM
17
Long Island Wealth Management
New York
$1.24M -$273K -7,280 -18%
WFAG
18
Worth Financial Advisory Group
North Carolina
$1.23M -$25.1K -670 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.2M -$192K -5,117 -14%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$887K +23,680 +368%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.12M +$28.9K +772 +3%
KWM
22
KFG Wealth Management
Indiana
$1.07M -$133K -3,549 -11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.06M +$7.42K +198 +0.7%
LPL Financial
24
LPL Financial
California
$1.04M -$77.3K -2,064 -7%
AWM
25
Accurate Wealth Management
Florida
$932K -$32.4K -864 -3%
1
2 3 4

UJAN Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q3 2024, worth a combined $98.4M — down 4.7% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UJAN and 7 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $1.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.05M.

  • 79 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q3 2024, down from 86 in Q2 2024.
  • Funds reported $98.4M of Innovator US Equity Ultra Buffer ETF January stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q3 2024 and 14 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q3 2024 was Jane Street, an estimated $1.07M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.