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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

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.

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.14%
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
1
Jane Street
New York
$1.4M
2
RJA
2
Raymond James & Associates
Florida
$2.53M
3
FA
3
Fermata Advisors
California
$21.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$856K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.62M
2
AIC
2
Archer Investment Corporation
Indiana
$61.7K
3
SAG
3
SageView Advisory Group
California
$0
4
TWM
4
Tradition Wealth Management
Minnesota
$2.2M
5
MOS
5
MGO One Seven
Ohio
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Fermata Advisors
California
$21.3M 559,943 +23,805 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.62M 200,329 -54,697 -21%
SB
3
Strategic Blueprint
Georgia
$6.09M 160,163 -1,383 -0.9%
PCA
4
Prosperity Capital Advisors
Ohio
$5.97M 156,921 +5,115 +3%
MOS
5
MGO One Seven
Ohio
$4.37M 114,870 -16,988 -13%
Truist Financial
6
Truist Financial
North Carolina
$3.29M 86,494 -667 -0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.26M 85,592 -12,747 -13%
BMM
8
Berkshire Money Management
Massachusetts
$3.04M 79,793 – –
AF
9
Allworth Financial
California
$2.65M 69,580 -8,335 -11%
RJA
10
Raymond James & Associates
Florida
$2.53M 66,511 +24,772 +59%
TWM
11
Tradition Wealth Management
Minnesota
$2.2M 57,847 -27,680 -32%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.19M 57,545 -16,730 -23%
PA
13
PFG Advisors
Arizona
$1.9M 50,051 -2,458 -5%
BCM
14
Brookstone Capital Management
Illinois
$1.71M 45,023 -7,481 -14%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.54M 40,582 – –
Jane Street
16
Jane Street
New York
$1.4M 36,706 +28,669 +357%
LIWM
17
Long Island Wealth Management
New York
$1.24M 32,674 -7,280 -18%
WFAG
18
Worth Financial Advisory Group
North Carolina
$1.23M 32,427 -670 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.2M 31,489 -5,117 -14%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.15M 30,120 +23,680 +368%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.12M 29,504 +772 +3%
KWM
22
KFG Wealth Management
Indiana
$1.07M 28,128 -3,549 -11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.07M 27,986 +198 +0.7%
LPL Financial
24
LPL Financial
California
$1.04M 27,371 -2,064 -7%
AWM
25
Accurate Wealth Management
Florida
$932K 24,382 -864 -3%
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